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Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

TEAM holding history

Atlassian 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.

TEAM overviewAll 13F holders of TEAMFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of TEAM by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−1,285−100.0%Sold outHolders
Q2 20251,285$261.0K<0.1%−65−4.8%ReducedHolders
Q1 20251,350$286.5K<0.1%00.0%UnchangedHolders
Q4 20241,350$328.6K<0.1%−1,020−43.0%ReducedHolders
Q3 20242,370$376.4K<0.1%−1,615−40.5%ReducedHolders
Q2 20243,985$704.9K0.1%−4,030−50.3%ReducedHolders
Q1 20248,015$1.56M0.1%00.0%UnchangedHolders
Q4 20238,015$1.91M0.2%+75+0.9%AddedHolders
Q3 20237,940$1.60M0.2%+7,940NewHolders
Q2 20220$00.0%−4,333−100.0%Sold outHolders
Q1 20224,333$1.27M0.1%+178+4.3%AddedHolders
Q4 20214,155$1.58M0.2%+90+2.2%AddedHolders
Q3 20214,065$1.59M0.2%00.0%UnchangedHolders
Q2 20214,065$1.04M0.1%00.0%UnchangedHolders
Q1 20214,065$857.0K0.1%––Holders

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