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Disclosery

Sargent Investment Group, LLC: SPEU position timeline

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

Sargent Investment Group, LLC held 9,340 SPEU 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 9,340 shares
    Change vs previous 13F -41 shares

    0.06% of the 13F portfolio, value $512,579.

    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 9,381 shares
    Change vs previous 13F -145 shares

    0.06% of the 13F portfolio, value $480,671.

    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 9,526 shares
    Change vs previous 13F -909 shares

    0.06% of the 13F portfolio, value $496,569.

    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 10,435 shares
    Change vs previous 13F +600 shares

    0.07% of the 13F portfolio, value $519,774.

    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 9,835 shares
    Change vs previous 13F +4,150 shares

    0.06% of the 13F portfolio, value $470,998.

    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 5,685 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $250,197.

    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).