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Sargent Investment Group, LLC: ARCC position timeline

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

Sargent Investment Group, LLC held 301,155 ARCC 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 301,155 shares
    Change vs previous 13F +11,943 shares

    0.67% of the 13F portfolio, value $5,580,396.

    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 289,212 shares
    Change vs previous 13F +6,296 shares

    0.69% of the 13F portfolio, value $5,211,591.

    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 282,916 shares
    Change vs previous 13F -7,201 shares

    0.72% of the 13F portfolio, value $5,723,381.

    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 290,117 shares
    Change vs previous 13F -6,180 shares

    0.84% of the 13F portfolio, value $5,921,290.

    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 296,297 shares
    Change vs previous 13F +32,148 shares

    0.9% of the 13F portfolio, value $6,651,869.

    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 264,149 shares
    Change vs previous 13F +594 shares

    0.93% of the 13F portfolio, value $5,853,549.

    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 263,555 shares
    Change vs previous 13F +5,115 shares

    0.95% of the 13F portfolio, value $5,824,554.

    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 258,440 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $5,411,734.

    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).