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Livermore
Livermore
ZHEN

Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

SYY holding history

Sysco 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.

SYY overviewAll 13F holders of SYYFull Q2 2026 holdings

Shares (Q2 2026)
5,433
Value
$454.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SYY by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,433$454.1K<0.1%00.0%UnchangedHolders
Q1 20265,433$387.6K<0.1%00.0%UnchangedHolders
Q4 20255,433$400.4K<0.1%+34+0.6%AddedHolders
Q3 20255,399$444.6K<0.1%+33+0.6%AddedHolders
Q2 20255,366$406.5K<0.1%+34+0.6%AddedHolders
Q1 20255,332$400.1K<0.1%+33+0.6%AddedHolders
Q4 20245,299$405.1K<0.1%+33+0.6%AddedHolders
Q3 20245,266$411.1K<0.1%+33+0.6%AddedHolders
Q2 20245,233$373.6K<0.1%−54−1.0%ReducedHolders
Q1 20245,287$429.2K<0.1%−568−9.7%ReducedHolders
Q4 20235,855$428.2K<0.1%+40+0.7%AddedHolders
Q3 20235,815$384.1K<0.1%+34+0.6%AddedHolders
Q2 20235,781$428.9K<0.1%−1,467−20.2%ReducedHolders
Q1 20237,248$559.8K0.1%+32+0.4%AddedHolders
Q4 20227,216$551.7K0.1%+29+0.4%AddedHolders
Q3 20227,187$508.0K0.1%−27−0.4%ReducedHolders
Q2 20227,214$611.0K0.1%−80,858−91.8%ReducedHolders
Q1 202288,072$7.19M0.7%+4,732+5.7%AddedHolders
Q4 202183,340$6.55M0.7%−1,210−1.4%ReducedHolders
Q3 202184,550$6.64M0.8%−30,435−26.5%ReducedHolders
Q2 2021114,985$8.94M1.1%+3,112+2.8%AddedHolders
Q1 2021111,873$8.81M1.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.