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Disclosery

Sargent Investment Group, LLC: SPYG position timeline

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

Sargent Investment Group, LLC held 286,828 SPYG 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 286,828 shares
    Change vs previous 13F -8,336 shares

    4.1% of the 13F portfolio, value $34,129,613.

    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 295,164 shares
    Change vs previous 13F -2,435 shares

    3.81% of the 13F portfolio, value $28,899,488.

    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 297,599 shares
    Change vs previous 13F +91,409 shares

    3.98% of the 13F portfolio, value $31,753,860.

    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 206,190 shares
    Change vs previous 13F -4,089 shares

    3.07% of the 13F portfolio, value $21,548,916.

    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 210,279 shares
    Change vs previous 13F -8,163 shares

    2.82% of the 13F portfolio, value $20,819,690.

    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 218,442 shares
    Change vs previous 13F -16,975 shares

    2.8% of the 13F portfolio, value $17,556,200.

    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 235,417 shares
    Change vs previous 13F -5,198 shares

    3.36% of the 13F portfolio, value $20,537,801.

    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 240,615 shares
    Change vs previous 13F not available

    3.59% of the 13F portfolio, value $19,956,608.

    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).