Segment Wealth Management, LLC
Holdings in MAIN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,261,474 | 120,243 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $7,619,544 | 119,823 | Shares | Sole | 2025-10-20 |
| 2025-06-30 | $7,060,558 | 119,468 | Shares | Sole | 2025-07-21 |
| 2025-03-31 | $6,673,740 | 117,994 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $2,950,557 | 50,368 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $2,181,691 | 43,512 | Shares | Sole | 2024-10-22 |
| 2024-06-30 | $2,182,430 | 43,225 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $2,031,491 | 42,940 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $1,843,154 | 42,636 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $1,709,263 | 42,069 | Shares | Sole | 2023-10-25 |
| 2023-06-30 | $1,671,612 | 41,759 | Shares | Sole | 2023-08-22 |
| 2023-03-31 | $1,635,656 | 41,451 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $1,520,307 | 41,145 | Shares | Sole | 2023-01-13 |
| 2022-09-30 | $1,312,767 | 39,024 | Shares | Sole | 2022-10-24 |
| 2022-06-30 | $1,491,457 | 38,709 | Shares | Sole | 2022-07-20 |
| 2022-03-31 | $1,638,442 | 38,425 | Shares | Sole | 2022-04-25 |
| 2021-12-31 | $1,844,015 | 41,106 | Shares | Sole | 2022-01-24 |
| 2021-09-30 | $1,678,318 | 40,835 | Shares | Sole | 2021-10-19 |
| 2021-06-30 | $1,919,930 | 46,725 | Shares | Sole | 2021-07-20 |
| 2021-03-31 | $7,369,282 | 188,232 | Shares | Sole | 2021-05-10 |
| 2020-12-31 | $5,883,256 | 182,370 | Shares | Sole | 2021-01-27 |
| 2020-09-30 | $5,594,200 | 189,185 | Shares | Sole | 2020-10-27 |
| 2020-06-30 | $5,732,620 | 184,151 | Shares | Sole | 2020-07-15 |
| 2020-03-31 | $360,319 | 17,568 | Shares | Sole | 2020-04-24 |