Entity Type
Company
- Info
- Portfolio
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Segment Wealth Management, LLC SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0001575581.
Total Filings
57
Latest Filing
29 Jan 2026
Industry
n/a
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- Business address
- 3040 Post Oak Blvd., Suite 1725, Houston, TX, 77056
- Top securities (13F)
- VTI, BRKB, AVGO, QQQ, SPGI, NVDA, GEV, AAPL, MSFT, BRKA, SPYM, GOOGL, WMT, ASML, MCK, XOM, PH, CAT, APO, and SPY
- State of incorporation
- TX
- Fiscal year end
- 31 December
Quick Takeaways
- Segment Wealth Management, LLC is an SEC filer tracked under CIK 0001575581.
- 57 filings are listed on this profile.
- Common form coverage includes 13F-HR, N-PX, 13F-HR/A.
What Changed
- Latest filing: 13F-HR filed on 29 Jan 2026.
- Report period: 31 Dec 2025.
Why This Matters
- You can quote filing dates and form types directly from the SEC record on this page.
- Use this profile before deeper ownership or insider analysis to confirm filing history context.
Official SEC Source
Filer Overview
Segment Wealth Management, LLC has filed 57 SEC EDGAR filings since 03 May 2013. Common forms include 13F-HR, N-PX, 13F-HR/A.
Latest Filings
Recent SEC filings for Segment Wealth Management, LLC with direct links to document and filing folders.
About this filer
Segment Wealth Management, LLC files with the SEC under CIK 0001575581. This page aggregates EDGAR filings and related ownership activity.
FAQ
- What is a CIK?
- A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
- Why are some filings missing?
- New filings appear as the SEC updates EDGAR, and older records can vary by availability.
- How often is this page updated?
- Updates follow new EDGAR submissions and periodic data refreshes.