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Sargent Investment Group, LLC: ROL position timeline

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

Sargent Investment Group, LLC held 75,385 ROL 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 75,385 shares
    Change vs previous 13F +978 shares

    0.38% of the 13F portfolio, value $3,146,566.

    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 74,407 shares
    Change vs previous 13F +2,046 shares

    0.52% of the 13F portfolio, value $3,974,061.

    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 72,361 shares
    Change vs previous 13F +931 shares

    0.54% of the 13F portfolio, value $4,343,136.

    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 71,430 shares
    Change vs previous 13F +3,365 shares

    0.6% of the 13F portfolio, value $4,195,819.

    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 68,065 shares
    Change vs previous 13F +847 shares

    0.54% of the 13F portfolio, value $3,970,246.

    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 67,218 shares
    Change vs previous 13F +1,835 shares

    0.58% of the 13F portfolio, value $3,631,795.

    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 65,383 shares
    Change vs previous 13F +58,693 shares

    0.5% of the 13F portfolio, value $3,039,002.

    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 6,690 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $338,380.

    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).