Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001085146-25-002215
Filing Date
2025-04-22
Accepted
2025-04-21 20:51:55
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-04-22

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2021
2 INFORMATION TABLE infotable.html INFORMATION TABLE  
2 INFORMATION TABLE infotable.xml INFORMATION TABLE 169880
  Complete submission text file 0001085146-25-002215.txt   173157
Mailing Address 3040 POST OAK BLVD. SUITE 1725 HOUSTON TX 77056
Business Address 3040 POST OAK BLVD. SUITE 1725 HOUSTON TX 77056 713-800-7151
Segment Wealth Management, LLC (Filer) CIK: 0001575581 (see all company filings)

EIN.: 371702821 | State of Incorp.: TX | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-15471 | Film No.: 25854782