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Sargent Investment Group, LLC: FRTY position timeline

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

Sargent Investment Group, LLC held 60,628 FRTY 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 60,628 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,504,629.

    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 60,628 shares
    Change vs previous 13F -8,225 shares

    0.16% of the 13F portfolio, value $1,181,033.

    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 68,853 shares
    Change vs previous 13F -8,315 shares

    0.18% of the 13F portfolio, value $1,449,631.

    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 77,168 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,727,406.

    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 77,168 shares
    Change vs previous 13F -3,485 shares

    0.21% of the 13F portfolio, value $1,559,619.

    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 80,653 shares
    Change vs previous 13F +10,020 shares

    0.21% of the 13F portfolio, value $1,284,359.

    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 70,633 shares
    Change vs previous 13F -454 shares

    0.22% of the 13F portfolio, value $1,319,424.

    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 71,087 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,216,889.

    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).