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Disclosery

Sargent Investment Group, LLC: ROBT position timeline

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

Sargent Investment Group, LLC held 25,495 ROBT 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 25,495 shares
    Change vs previous 13F -1,440 shares

    0.17% of the 13F portfolio, value $1,434,349.

    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 26,935 shares
    Change vs previous 13F -5,315 shares

    0.16% of the 13F portfolio, value $1,243,325.

    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 32,250 shares
    Change vs previous 13F -2,260 shares

    0.21% of the 13F portfolio, value $1,672,695.

    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 34,510 shares
    Change vs previous 13F -335 shares

    0.26% of the 13F portfolio, value $1,825,234.

    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 34,845 shares
    Change vs previous 13F -2,000 shares

    0.24% of the 13F portfolio, value $1,738,417.

    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 36,845 shares
    Change vs previous 13F -1,025 shares

    0.24% of the 13F portfolio, value $1,498,486.

    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 37,870 shares
    Change vs previous 13F -3,330 shares

    0.27% of the 13F portfolio, value $1,667,037.

    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 41,200 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,804,148.

    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).