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Sargent Investment Group, LLC: MSFT position timeline

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

Sargent Investment Group, LLC held 60,572 MSFT 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 60,572 shares
    Change vs previous 13F +511 shares

    2.72% of the 13F portfolio, value $22,594,627.

    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 60,061 shares
    Change vs previous 13F +3,922 shares

    2.93% of the 13F portfolio, value $22,232,808.

    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 56,139 shares
    Change vs previous 13F +311 shares

    3.41% of the 13F portfolio, value $27,149,963.

    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 55,828 shares
    Change vs previous 13F +581 shares

    4.12% of the 13F portfolio, value $28,916,133.

    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 55,247 shares
    Change vs previous 13F +1,078 shares

    3.92% of the 13F portfolio, value $29,001,381.

    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 54,169 shares
    Change vs previous 13F +1,300 shares

    3.25% of the 13F portfolio, value $20,334,516.

    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 52,869 shares
    Change vs previous 13F +4,860 shares

    3.61% of the 13F portfolio, value $22,056,426.

    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 48,009 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $20,658,273.

    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).