Skip to content
Disclosery

Sargent Investment Group, LLC: F position timeline

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

Sargent Investment Group, LLC held 49,984 F 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 49,984 shares
    Change vs previous 13F +129 shares

    0.08% of the 13F portfolio, value $694,778.

    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 49,855 shares
    Change vs previous 13F +2,245 shares

    0.08% of the 13F portfolio, value $575,327.

    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 47,610 shares
    Change vs previous 13F -5,110 shares

    0.08% of the 13F portfolio, value $624,643.

    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 52,720 shares
    Change vs previous 13F -500 shares

    0.09% of the 13F portfolio, value $630,531.

    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 53,220 shares
    Change vs previous 13F -7,505 shares

    0.08% of the 13F portfolio, value $596,596.

    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 60,725 shares
    Change vs previous 13F -12,542 shares

    0.1% of the 13F portfolio, value $609,072.

    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 73,267 shares
    Change vs previous 13F -85,803 shares

    0.12% of the 13F portfolio, value $711,425.

    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 159,070 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,679,779.

    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).