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Disclosery

Sargent Investment Group, LLC: EVR position timeline

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

Sargent Investment Group, LLC held 4,991 EVR 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 4,991 shares
    Change vs previous 13F -1,189 shares

    0.2% of the 13F portfolio, value $1,704,127.

    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 6,180 shares
    Change vs previous 13F +7 shares

    0.24% of the 13F portfolio, value $1,844,792.

    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 6,173 shares
    Change vs previous 13F -831 shares

    0.26% of the 13F portfolio, value $2,100,363.

    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 7,004 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $2,362,589.

    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 7,004 shares
    Change vs previous 13F -19 shares

    0.28% of the 13F portfolio, value $2,099,169.

    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 7,023 shares
    Change vs previous 13F -1,526 shares

    0.22% of the 13F portfolio, value $1,402,634.

    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 8,549 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,230,092.

    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).