Segment Wealth Management, LLC
Holdings in BC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,554,723 | 88,291 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $5,540,266 | 87,607 | Shares | Sole | 2025-10-20 |
| 2025-06-30 | $4,797,759 | 86,853 | Shares | Sole | 2025-07-21 |