Skip to content
Disclosery

Sargent Investment Group, LLC: BRK-B position timeline

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

Sargent Investment Group, LLC held 24,739 BRK-B 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 24,739 shares
    Change vs previous 13F -220 shares

    1.49% of the 13F portfolio, value $12,379,148.

    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 24,959 shares
    Change vs previous 13F +261 shares

    1.58% of the 13F portfolio, value $11,960,353.

    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 24,698 shares
    Change vs previous 13F +1,617 shares

    1.56% of the 13F portfolio, value $12,414,450.

    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 23,081 shares
    Change vs previous 13F -117 shares

    1.65% of the 13F portfolio, value $11,603,742.

    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 23,198 shares
    Change vs previous 13F +103 shares

    1.47% of the 13F portfolio, value $10,877,774.

    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 23,095 shares
    Change vs previous 13F +271 shares

    1.96% of the 13F portfolio, value $12,299,935.

    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 22,824 shares
    Change vs previous 13F +1,611 shares

    1.66% of the 13F portfolio, value $10,131,802.

    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 21,213 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $9,763,495.

    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).