Skip to content
Disclosery

Sargent Investment Group, LLC: BIL position timeline

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

Sargent Investment Group, LLC held 123,834 BIL 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 123,834 shares
    Change vs previous 13F +35,905 shares

    1.36% of the 13F portfolio, value $11,348,148.

    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 87,929 shares
    Change vs previous 13F -4,849 shares

    1.06% of the 13F portfolio, value $8,057,814.

    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 92,778 shares
    Change vs previous 13F +1,104 shares

    1.06% of the 13F portfolio, value $8,478,054.

    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 91,674 shares
    Change vs previous 13F +4,377 shares

    1.2% of the 13F portfolio, value $8,411,090.

    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 87,297 shares
    Change vs previous 13F -4,503 shares

    1.08% of the 13F portfolio, value $7,988,548.

    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 91,800 shares
    Change vs previous 13F +11,407 shares

    1.34% of the 13F portfolio, value $8,420,814.

    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 80,393 shares
    Change vs previous 13F -5,171 shares

    1.2% of the 13F portfolio, value $7,359,943.

    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 85,564 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $7,855,654.

    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).