Segment Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Segment Wealth Management going back to May 3, 2013
- Segment Wealth Management 2024 Q1 - filed April 24, 2024 - new!
- Segment Wealth Management 2023 Q4 - filed Jan. 26, 2024
- Segment Wealth Management 2023 Q3 - filed Oct. 25, 2023
- Segment Wealth Management 2023 Q2 restated - filed Aug. 22, 2023
- Segment Wealth Management 2023 Q2 - filed July 21, 2023
- Segment Wealth Management 2023 Q1 - filed April 20, 2023
- Segment Wealth Management 2022 Q4 - filed Jan. 13, 2023
- Segment Wealth Management 2022 Q3 - filed Oct. 24, 2022
- Segment Wealth Management 2022 Q2 - filed July 20, 2022
- Segment Wealth Management 2022 Q1 - filed April 25, 2022
- Segment Wealth Management 2021 Q4 - filed Jan. 24, 2022
- Segment Wealth Management 2021 Q3 - filed Oct. 19, 2021
- Segment Wealth Management 2021 Q2 - filed July 20, 2021
- Segment Wealth Management 2021 Q1 - filed May 10, 2021
- Segment Wealth Management 2020 Q4 - filed Jan. 27, 2021
- Segment Wealth Management 2020 Q3 - filed Oct. 27, 2020
- Segment Wealth Management 2020 Q2 - filed July 15, 2020
- Segment Wealth Management 2020 Q1 - filed April 24, 2020
- Segment Wealth Management 2019 Q4 - filed Jan. 23, 2020
- Segment Wealth Management 2019 Q3 - filed Oct. 22, 2019
- Segment Wealth Management 2019 Q2 - filed July 29, 2019
- Segment Wealth Management 2019 Q1 - filed April 30, 2019
- Segment Wealth Management 2018 Q4 - filed Jan. 31, 2019
- Segment Wealth Management 2018 Q3 - filed Nov. 7, 2018
- Segment Wealth Management 2018 Q2 - filed July 17, 2018
- Segment Wealth Management 2018 Q1 - filed April 30, 2018
- Segment Wealth Management 2017 Q4 - filed Jan. 23, 2018
- Segment Wealth Management 2017 Q3 - filed Oct. 26, 2017
- Segment Wealth Management 2017 Q2 - filed Aug. 11, 2017
- Segment Wealth Management 2017 Q1 - filed May 8, 2017
- Segment Wealth Management 2016 Q4 - filed Feb. 6, 2017
- Segment Wealth Management 2016 Q3 - filed Oct. 26, 2016
- Segment Wealth Management 2016 Q2 - filed Aug. 9, 2016
- Segment Wealth Management 2016 Q1 - filed May 11, 2016
- Segment Wealth Management 2015 Q4 - filed Feb. 8, 2016
- Segment Wealth Management 2015 Q3 - filed Oct. 23, 2015
- Segment Wealth Management 2015 Q2 - filed July 21, 2015
- Segment Wealth Management 2015 Q1 - filed April 28, 2015
- Segment Wealth Management 2014 Q4 - filed Jan. 28, 2015
- Segment Wealth Management 2014 Q3 - filed Oct. 28, 2014
- Segment Wealth Management 2014 Q2 - filed July 28, 2014
- Segment Wealth Management 2014 Q1 - filed April 25, 2014
- Segment Wealth Management 2013 Q4 - filed Jan. 17, 2014
- Segment Wealth Management 2013 Q3 - filed Oct. 17, 2013
- Segment Wealth Management 2013 Q2 - filed July 31, 2013
- Segment Wealth Management 2013 Q1 - filed May 15, 2013
- Segment Wealth Management 2012 Q4 restated - filed May 9, 2013
- Segment Wealth Management 2012 Q4 - filed May 3, 2013