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Sargent Investment Group, LLC: ASPN position timeline

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

Sargent Investment Group, LLC held 106,432 ASPN 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 106,432 shares
    Change vs previous 13F -10,025 shares

    0.08% of the 13F portfolio, value $674,779.

    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 116,457 shares
    Change vs previous 13F -25,150 shares

    0.05% of the 13F portfolio, value $398,283.

    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 141,607 shares
    Change vs previous 13F -47,620 shares

    0.05% of the 13F portfolio, value $400,748.

    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 189,227 shares
    Change vs previous 13F -16,470 shares

    0.19% of the 13F portfolio, value $1,317,020.

    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 205,697 shares
    Change vs previous 13F -68,570 shares

    0.23% of the 13F portfolio, value $1,694,943.

    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 274,267 shares
    Change vs previous 13F -96,782 shares

    0.28% of the 13F portfolio, value $1,752,566.

    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 371,049 shares
    Change vs previous 13F +47,680 shares

    0.77% of the 13F portfolio, value $4,723,454.

    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 323,369 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $8,954,088.

    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).