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Sargent Investment Group, LLC: HD position timeline

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

Sargent Investment Group, LLC held 10,899 HD 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 10,899 shares
    Change vs previous 13F -8 shares

    0.46% of the 13F portfolio, value $3,843,991.

    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 10,907 shares
    Change vs previous 13F +260 shares

    0.47% of the 13F portfolio, value $3,587,295.

    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 10,647 shares
    Change vs previous 13F +586 shares

    0.46% of the 13F portfolio, value $3,663,696.

    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 10,061 shares
    Change vs previous 13F +724 shares

    0.58% of the 13F portfolio, value $4,076,669.

    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 9,337 shares
    Change vs previous 13F +630 shares

    0.49% of the 13F portfolio, value $3,611,587.

    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 8,707 shares
    Change vs previous 13F +485 shares

    0.51% of the 13F portfolio, value $3,191,045.

    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 8,222 shares
    Change vs previous 13F +1,161 shares

    0.52% of the 13F portfolio, value $3,199,838.

    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 7,061 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,861,117.

    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).