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Sargent Investment Group, LLC: EXC position timeline

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

Sargent Investment Group, LLC held 37,484 EXC 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 37,484 shares
    Change vs previous 13F +1,283 shares

    0.21% of the 13F portfolio, value $1,747,500.

    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 36,201 shares
    Change vs previous 13F +3,152 shares

    0.23% of the 13F portfolio, value $1,774,564.

    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 33,049 shares
    Change vs previous 13F -441 shares

    0.18% of the 13F portfolio, value $1,440,613.

    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 33,490 shares
    Change vs previous 13F +8,649 shares

    0.21% of the 13F portfolio, value $1,507,390.

    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 24,841 shares
    Change vs previous 13F +9,506 shares

    0.15% of the 13F portfolio, value $1,119,353.

    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 15,335 shares
    Change vs previous 13F +3,485 shares

    0.11% of the 13F portfolio, value $706,622.

    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 11,850 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $445,086.

    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).