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
- period ended2026-06-3013F 10,899 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,907 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,647 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,061 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,337 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,707 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,222 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,061 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).