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Sargent Investment Group, LLC: IBM position timeline

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

Sargent Investment Group, LLC held 53,572 IBM 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 53,572 shares
    Change vs previous 13F -653 shares

    1.81% of the 13F portfolio, value $15,064,877.

    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 54,225 shares
    Change vs previous 13F -585 shares

    1.73% of the 13F portfolio, value $13,143,528.

    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 54,810 shares
    Change vs previous 13F -2,601 shares

    2.04% of the 13F portfolio, value $16,235,415.

    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 57,411 shares
    Change vs previous 13F -7,177 shares

    2.31% of the 13F portfolio, value $16,199,130.

    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 64,588 shares
    Change vs previous 13F +738 shares

    2.2% of the 13F portfolio, value $16,294,290.

    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 63,850 shares
    Change vs previous 13F +857 shares

    2.54% of the 13F portfolio, value $15,877,038.

    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 62,993 shares
    Change vs previous 13F +3,199 shares

    2.24% of the 13F portfolio, value $13,694,678.

    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 59,794 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $13,219,258.

    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).