Segment Wealth Management, LLC
Q2 2021 13F Holdings
Location
Houston, TX
Holdings as of
6/30/2021
Value ($000)
$842,660
Num holdings
233
Date filed
7/19/2021
Form type
13F-HR
Prev filing
5/10/2021
Next filing
10/19/2021
SEC
View on sec.gov
Compare Q2 2021 to
2024 Q1
2023 Q4
2023 Q3
2023 Q2 - RESTATEMENT
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
2018 Q3
2018 Q2
2018 Q1
2017 Q4
2017 Q3
2017 Q2
2017 Q1
2016 Q4
2016 Q3
2016 Q2
2016 Q1
2015 Q4
2015 Q3
2015 Q2
2015 Q1
2014 Q4
2014 Q3
2014 Q2
2014 Q1
2013 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type