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Sargent Investment Group, LLC: PLTR position timeline

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

Sargent Investment Group, LLC held 383,906 PLTR 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 383,906 shares
    Change vs previous 13F -31,083 shares

    5.39% of the 13F portfolio, value $44,790,313.

    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 414,989 shares
    Change vs previous 13F -15,503 shares

    8% of the 13F portfolio, value $60,704,591.

    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 430,492 shares
    Change vs previous 13F -55,973 shares

    9.6% of the 13F portfolio, value $76,519,953.

    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 486,465 shares
    Change vs previous 13F -14,250 shares

    12.65% of the 13F portfolio, value $88,740,945.

    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 500,715 shares
    Change vs previous 13F -60,730 shares

    12.16% of the 13F portfolio, value $89,898,371.

    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 561,445 shares
    Change vs previous 13F +55,107 shares

    7.57% of the 13F portfolio, value $47,385,958.

    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 506,338 shares
    Change vs previous 13F -27,029 shares

    5.38% of the 13F portfolio, value $32,901,843.

    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 533,367 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $19,841,252.

    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).