Segment Wealth Management, LLC

SEC CIK: 0001575581
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

VMRK holding history

Vivmark Residential 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.

VMRK overview All 13F holders of VMRK Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2025

Holdings of VMRK by Segment Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−3,845−100.0%	Sold out	Holders
Q4 2025	3,845	$242.4K	<0.1%	+258+7.2%	Added	Holders
Q3 2025	3,587	$232.2K	<0.1%	−305−7.8%	Reduced	Holders
Q2 2025	3,892	$262.7K	<0.1%	+3,892	New	Holders