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Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

SSB holding history

SouthState Bank Corp in every 13F filed by Segment Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SSB overviewAll 13F holders of SSBFull Q2 2026 holdings

Shares (Q2 2026)
3,229
Value
$322.5K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of SSB by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,229$322.5K<0.1%00.0%UnchangedHolders
Q1 20263,229$298.7K<0.1%00.0%UnchangedHolders
Q4 20253,229$303.8K<0.1%+22+0.7%AddedHolders
Q3 20253,207$317.1K<0.1%+20+0.6%AddedHolders
Q2 20253,187$293.3K<0.1%+19+0.6%AddedHolders
Q1 20253,168$294.1K<0.1%+3,168NewHolders