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Disclosery

Sargent Investment Group, LLC: BX position timeline

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

Sargent Investment Group, LLC held 90,638 BX 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 90,638 shares
    Change vs previous 13F -277 shares

    1.28% of the 13F portfolio, value $10,665,426.

    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 90,915 shares
    Change vs previous 13F +814 shares

    1.38% of the 13F portfolio, value $10,454,367.

    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 90,101 shares
    Change vs previous 13F -6,780 shares

    1.74% of the 13F portfolio, value $13,888,237.

    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 96,881 shares
    Change vs previous 13F -919 shares

    2.36% of the 13F portfolio, value $16,552,170.

    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 97,800 shares
    Change vs previous 13F +11,696 shares

    2.24% of the 13F portfolio, value $16,562,465.

    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 86,104 shares
    Change vs previous 13F +809 shares

    1.92% of the 13F portfolio, value $12,035,633.

    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 85,295 shares
    Change vs previous 13F +2,674 shares

    2.31% of the 13F portfolio, value $14,139,352.

    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 82,621 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $12,651,754.

    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).