Sargent Investment Group, LLC: AMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sargent Investment Group, LLC on AMT, newest first. How the timeline and the estimate are built.
Sargent Investment Group, LLC held 2,011 AMT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 2,011 sharesChange vs previous 13F +5 shares
0.04% of the 13F portfolio, value $328,966.
13F-HR 0001765380-26-000337 filed by Sargent Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,006 sharesChange vs previous 13F +223 shares
0.05% of the 13F portfolio, value $346,224.
13F-HR 0001765380-26-000194 filed by Sargent Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,783 sharesChange vs previous 13F +1,783 shares
0.04% of the 13F portfolio, value $313,070.
13F-HR 0001766157-26-000001 filed by Sargent Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -4,187 shares
13F-HR 0001766157-25-000005 filed by Sargent Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 4,187 sharesChange vs previous 13F +2,770 shares
0.12% of the 13F portfolio, value $874,680.
13F-HR 0001765380-25-000374 filed by Sargent Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,417 sharesChange vs previous 13F -189 shares
0.05% of the 13F portfolio, value $308,339.
13F-HR 0001951757-25-000503 filed by Sargent Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,606 sharesChange vs previous 13F +31 shares
0.05% of the 13F portfolio, value $284,166.
13F-HR 0001951757-25-000136 filed by Sargent Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,575 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $366,282.
13F-HR 0001951757-24-001179 filed by Sargent Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).