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Sargent Investment Group, LLC: STWD position timeline

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

Sargent Investment Group, LLC held 291,220 STWD 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 291,220 shares
    Change vs previous 13F -1,353 shares

    0.57% of the 13F portfolio, value $4,770,189.

    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 292,573 shares
    Change vs previous 13F +18,011 shares

    0.66% of the 13F portfolio, value $5,038,111.

    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 274,562 shares
    Change vs previous 13F -11,991 shares

    0.62% of the 13F portfolio, value $4,944,861.

    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 286,553 shares
    Change vs previous 13F +18,802 shares

    0.79% of the 13F portfolio, value $5,550,537.

    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 267,751 shares
    Change vs previous 13F +35,447 shares

    0.7% of the 13F portfolio, value $5,194,375.

    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 232,304 shares
    Change vs previous 13F +42,254 shares

    0.73% of the 13F portfolio, value $4,592,648.

    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 190,050 shares
    Change vs previous 13F -16,235 shares

    0.58% of the 13F portfolio, value $3,529,229.

    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 206,285 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $4,204,088.

    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).