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Sargent Investment Group, LLC: DHR position timeline

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

Sargent Investment Group, LLC held 15,562 DHR 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 15,562 shares
    Change vs previous 13F +30 shares

    0.36% of the 13F portfolio, value $2,964,262.

    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 15,532 shares
    Change vs previous 13F +471 shares

    0.39% of the 13F portfolio, value $2,944,867.

    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 15,061 shares
    Change vs previous 13F +245 shares

    0.43% of the 13F portfolio, value $3,447,764.

    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 14,816 shares
    Change vs previous 13F -464 shares

    0.42% of the 13F portfolio, value $2,937,420.

    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 15,280 shares
    Change vs previous 13F -758 shares

    0.4% of the 13F portfolio, value $2,982,198.

    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 16,038 shares
    Change vs previous 13F +2,080 shares

    0.53% of the 13F portfolio, value $3,287,790.

    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 13,958 shares
    Change vs previous 13F +1,322 shares

    0.55% of the 13F portfolio, value $3,348,245.

    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 12,636 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $3,513,061.

    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).