Segment Wealth Management, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Houston, TX
CIK
0001575581
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 213 972,407 RESTATEMENT 8/22/2023 000108514623003478 Segment Wealth Management, LLC
Q2 2023 211 963,205 13F-HR 7/21/2023 000108514623002821 Segment Wealth Management, LLC
Q1 2023 211 884,004 13F-HR 4/19/2023 000108514623001772 Segment Wealth Management, LLC
Q4 2022 215 863,775 13F-HR 1/13/2023 000108514623000126 Segment Wealth Management, LLC
Q3 2022 222 800,909 13F-HR 10/24/2022 000108514622003557 Segment Wealth Management, LLC
Q2 2022 216 787,840 13F-HR 7/20/2022 000108514622002482 Segment Wealth Management, LLC
Q1 2022 257 970,430 13F-HR 4/25/2022 000108514622001539 Segment Wealth Management, LLC
Q4 2021 257 953,414 13F-HR 1/24/2022 000108514622000284 Segment Wealth Management, LLC
Q3 2021 227 842,566 13F-HR 10/19/2021 000108514621002831 Segment Wealth Management, LLC
Q2 2021 233 842,660 13F-HR 7/19/2021 000108514621002015 Segment Wealth Management, LLC
Q1 2021 228 754,042 13F-HR 5/10/2021 000108514621001539 Segment Wealth Management, LLC
Q4 2020 208 692,702 13F-HR 1/27/2021 000108514621000273 Segment Wealth Management, LLC
Q3 2020 200 615,769 13F-HR 10/27/2020 000108514620002672 Segment Wealth Management, LLC
Q2 2020 194 540,818 13F-HR 7/15/2020 000108514620001796 Segment Wealth Management, LLC
Q1 2020 186 448,844 13F-HR 4/24/2020 000108514620001201 Segment Wealth Management, LLC
Q4 2019 230 592,187 13F-HR 1/23/2020 000108514620000256 Segment Wealth Management, LLC
Q3 2019 201 511,135 13F-HR 10/22/2019 000108514619002622 Segment Wealth Management, LLC
Q2 2019 197 491,592 13F-HR 7/29/2019 000108514619001994 Segment Wealth Management, LLC
Q1 2019 204 472,074 13F-HR 4/30/2019 000108514619001292 Segment Wealth Management, LLC
Q4 2018 180 396,409 13F-HR 1/31/2019 000108514619000274 Segment Wealth Management, LLC
Q3 2018 217 458,993 13F-HR 11/7/2018 000108514618002524 Segment Wealth Management, LLC
Q2 2018 206 423,956 13F-HR 7/17/2018 000108514618001705 Segment Wealth Management, LLC
Q1 2018 197 402,125 13F-HR 4/30/2018 000108514618001169 Segment Wealth Management, LLC
Q4 2017 201 413,723 13F-HR 1/23/2018 000108514618000177 Segment Wealth Management, LLC
Q3 2017 205 376,966 13F-HR 10/26/2017 000108514617002119 Segment Wealth Management, LLC
Q2 2017 211 363,086 13F-HR 8/11/2017 000108514617001774 Segment Wealth Management, LLC
Q1 2017 179 306,864 13F-HR 5/8/2017 000108514617001123 Segment Wealth Management, LLC
Q4 2016 174 272,564 13F-HR 2/6/2017 000108514617000285 Segment Wealth Management, LLC
Q3 2016 159 254,060 13F-HR 10/26/2016 000108514616004573 Segment Wealth Management, LLC
Q2 2016 151 242,269 13F-HR 8/9/2016 000108514616004196 Segment Wealth Management, LLC
Q1 2016 153 267,861 13F-HR 5/11/2016 000108514616003646 Segment Wealth Management, LLC
Q4 2015 159 263,775 13F-HR 2/8/2016 000108514616002801 Segment Wealth Management, LLC
Q3 2015 165 261,584 13F-HR 10/23/2015 000108514615002065 Segment Wealth Management, LLC
Q2 2015 173 288,007 13F-HR 7/21/2015 000108514615001477 Segment Wealth Management, LLC
Q1 2015 178 299,324 13F-HR 4/28/2015 000108514615000996 Segment Wealth Management, LLC
Q4 2014 156 260,665 13F-HR 1/28/2015 000108514615000185 Segment Wealth Management, LLC
Q3 2014 178 261,764 13F-HR 10/28/2014 000108514614002044 Segment Wealth Management, LLC
Q2 2014 171 258,294 13F-HR 7/28/2014 000108514614001441 Segment Wealth Management, LLC
Q1 2014 154 215,075 13F-HR 4/25/2014 000108514614000914 Segment Wealth Management, LLC
Q4 2013 156 202,743 13F-HR 1/17/2014 000108514614000122 Segment Wealth Management, LLC