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Sargent Investment Group, LLC: MO position timeline

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

Sargent Investment Group, LLC held 24,207 MO 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 24,207 shares
    Change vs previous 13F +455 shares

    0.21% of the 13F portfolio, value $1,741,715.

    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 23,752 shares
    Change vs previous 13F +1,653 shares

    0.21% of the 13F portfolio, value $1,567,392.

    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 22,099 shares
    Change vs previous 13F -3,340 shares

    0.16% of the 13F portfolio, value $1,274,236.

    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 25,439 shares
    Change vs previous 13F +5,300 shares

    0.24% of the 13F portfolio, value $1,680,506.

    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 20,139 shares
    Change vs previous 13F +6,042 shares

    0.17% of the 13F portfolio, value $1,271,783.

    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 14,097 shares
    Change vs previous 13F +3,398 shares

    0.14% of the 13F portfolio, value $846,105.

    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 10,699 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $544,046.

    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).