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Sargent Investment Group, LLC: IRM position timeline

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

Sargent Investment Group, LLC held 131,883 IRM 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 131,883 shares
    Change vs previous 13F -2,704 shares

    2% of the 13F portfolio, value $16,658,083.

    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 134,587 shares
    Change vs previous 13F -507 shares

    1.81% of the 13F portfolio, value $13,746,677.

    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 135,094 shares
    Change vs previous 13F -2,310 shares

    1.41% of the 13F portfolio, value $11,206,082.

    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 137,404 shares
    Change vs previous 13F +653 shares

    2% of the 13F portfolio, value $14,007,006.

    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 136,751 shares
    Change vs previous 13F +14,804 shares

    1.66% of the 13F portfolio, value $12,313,097.

    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 121,947 shares
    Change vs previous 13F -3,691 shares

    1.68% of the 13F portfolio, value $10,492,278.

    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 125,638 shares
    Change vs previous 13F -1,972 shares

    2.1% of the 13F portfolio, value $12,845,194.

    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 127,610 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $15,163,896.

    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).