Segment Wealth Management, LLC
Holdings in PII
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $9,725,067 | 153,756 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $8,953,589 | 154,027 | Shares | Sole | 2025-10-20 |
| 2025-06-30 | $6,374,814 | 156,822 | Shares | Sole | 2025-07-21 |