Segment Wealth Management, LLC UAMY — UNITED STATES ANTIMONY CORP

Ownership history in Segment Wealth Management, LLC  ·  13 quarters on record

AI Ownership Summary

Segment Wealth Management, LLC reported UNITED STATES ANTIMONY CORP (UAMY) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows UAMY at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UAMY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Segment Wealth Management, LLC's position in UNITED STATES ANTIMONY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UAMY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UAMY stock page Segment Wealth Management, LLC fund profile Segment Wealth Management, LLC full holdings
How Segment Wealth Management, LLC held UAMY — position size vs. price
% of Fund (quarterly)    UAMY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 24,300 — 0% 0.01% $212K 2026-04-20 $10.64
2025 Q4 REDUCED — — — 24,300 -1,000 -4.0% 0.01% $122K 2026-01-29 $8.29
2025 Q3 UNCHANGED — — — 25,300 — 0% 0.01% $157K 2025-10-20 $13.43
2025 Q2 UNCHANGED — — — 25,300 — 0% 0.00% $55K 2025-07-21 $3.53
2025 Q1 UNCHANGED — — — 25,300 — 0% 0.00% $56K 2025-04-22 $3.26
2024 Q4 UNCHANGED — — — 25,300 — 0% 0.00% $45K 2025-01-17 $1.65
2024 Q3 UNCHANGED — — — 25,300 — 0% 0.00% $19K 2024-10-22 $0.67
2024 Q2 UNCHANGED — — — 25,300 — 0% 0.00% $9K 2024-07-23 $0.36
2024 Q1 UNCHANGED — — — 25,300 — 0% 0.00% $6K 2024-04-24 $0.24
2023 Q4 UNCHANGED — — — 25,300 — 0% 0.00% $6K 2024-01-26 $0.23
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UAMY

As of 2026 Q1 — sorted by position size

Miller Global Investments, LLC 1.36% Faithward Advisors, LLC 3Y 1.1% KIECKHEFER GROUP LLC 0.27% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 0.24% Verity Asset Management, Inc. 3Y 7Y 0.16% Cypress Point Wealth Management, LLC 3Y 0.14% Wealth Quarterback LLC 3Y 0.14% PURSUE WEALTH PARTNERS LLC 3Y 0.12% THOMPSON DAVIS & CO., INC. 3Y 7Y 0.09% Byrne Asset Management LLC 3Y 0.09%

FAQ About Segment Wealth Management, LLC and UAMY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Segment Wealth Management, LLC reported owning UAMY?

Segment Wealth Management, LLC reported UAMY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UAMY position in Segment Wealth Management, LLC's portfolio?

The largest reported portfolio weight for UAMY was 0.01% in 2026 Q1.

What is the latest reported UAMY position on this page?

The most recent filing on this page is 2026 Q1, when Segment Wealth Management, LLC reported 24,300 shares, equal to 0.01% of portfolio, with an estimated market value of $212K.

What does the chart on this UAMY ownership page compare?

The chart compares Segment Wealth Management, LLC's quarterly UAMY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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