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Disclosery

Sargent Investment Group, LLC: P position timeline

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

Sargent Investment Group, LLC held 15,829 P 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 15,829 shares
    Change vs previous 13F -1,282 shares

    0.15% of the 13F portfolio, value $1,247,167.

    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 17,111 shares
    Change vs previous 13F +1,084 shares

    0.13% of the 13F portfolio, value $1,010,233.

    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 16,027 shares
    Change vs previous 13F +59 shares

    0.13% of the 13F portfolio, value $1,073,969.

    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 15,968 shares
    Change vs previous 13F +1,171 shares

    0.19% of the 13F portfolio, value $1,338,278.

    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 14,797 shares
    Change vs previous 13F +4,463 shares

    0.11% of the 13F portfolio, value $849,792.

    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 10,334 shares
    Change vs previous 13F +1,567 shares

    0.07% of the 13F portfolio, value $457,486.

    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 8,767 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $548,727.

    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).