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Sargent Investment Group, LLC: FDL position timeline

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

Sargent Investment Group, LLC held 50,077 FDL 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 50,077 shares
    Change vs previous 13F +505 shares

    0.29% of the 13F portfolio, value $2,436,747.

    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 49,572 shares
    Change vs previous 13F -4,410 shares

    0.33% of the 13F portfolio, value $2,518,258.

    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 53,982 shares
    Change vs previous 13F +3,900 shares

    0.3% of the 13F portfolio, value $2,393,562.

    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 50,082 shares
    Change vs previous 13F -11,100 shares

    0.31% of the 13F portfolio, value $2,174,060.

    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 61,182 shares
    Change vs previous 13F +190 shares

    0.35% of the 13F portfolio, value $2,581,269.

    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 60,992 shares
    Change vs previous 13F +2,590 shares

    0.42% of the 13F portfolio, value $2,649,492.

    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 58,402 shares
    Change vs previous 13F -4,480 shares

    0.38% of the 13F portfolio, value $2,339,000.

    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 62,882 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,637,900.

    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).