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Sargent Investment Group, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sargent Investment Group, LLC on AAPL, newest first. How the timeline and the estimate are built.

Sargent Investment Group, LLC held 181,413 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,413 shares
    Change vs previous 13F +4,902 shares

    6.31% of the 13F portfolio, value $52,493,798.

    13F-HR 0001765380-26-000337 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 176,511 shares
    Change vs previous 13F -744 shares

    5.9% of the 13F portfolio, value $44,796,828.

    13F-HR 0001765380-26-000194 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 177,255 shares
    Change vs previous 13F -3,545 shares

    6.04% of the 13F portfolio, value $48,188,653.

    13F-HR 0001766157-26-000001 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 180,800 shares
    Change vs previous 13F -69 shares

    6.56% of the 13F portfolio, value $46,037,206.

    13F-HR 0001766157-25-000005 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 180,869 shares
    Change vs previous 13F -935 shares

    5.22% of the 13F portfolio, value $38,570,400.

    13F-HR 0001765380-25-000374 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 181,804 shares
    Change vs previous 13F +2,850 shares

    6.45% of the 13F portfolio, value $40,384,211.

    13F-HR 0001951757-25-000503 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 178,954 shares
    Change vs previous 13F +23,389 shares

    6.86% of the 13F portfolio, value $41,946,818.

    13F-HR 0001951757-25-000136 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 155,565 shares
    Change vs previous 13F not available

    6.51% of the 13F portfolio, value $36,246,645.

    13F-HR 0001951757-24-001179 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).