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Sargent Investment Group, LLC: MDWD position timeline

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

Sargent Investment Group, LLC held 62,481 MDWD 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 62,481 shares
    Change vs previous 13F +3,000 shares

    0.11% of the 13F portfolio, value $918,471.

    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 59,481 shares
    Change vs previous 13F -445 shares

    0.13% of the 13F portfolio, value $958,239.

    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 59,926 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,106,234.

    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 59,926 shares
    Change vs previous 13F +6,000 shares

    0.15% of the 13F portfolio, value $1,079,867.

    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 53,926 shares
    Change vs previous 13F -14,764 shares

    0.13% of the 13F portfolio, value $992,778.

    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 68,690 shares
    Change vs previous 13F -52,500 shares

    0.17% of the 13F portfolio, value $1,066,069.

    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 121,190 shares
    Change vs previous 13F +3,998 shares

    0.36% of the 13F portfolio, value $2,216,565.

    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 117,192 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,116,488.

    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).