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Sargent Investment Group, LLC: TSLA position timeline

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

Sargent Investment Group, LLC held 15,903 TSLA 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 15,903 shares
    Change vs previous 13F +1,274 shares

    0.8% of the 13F portfolio, value $6,688,802.

    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 14,629 shares
    Change vs previous 13F +542 shares

    0.72% of the 13F portfolio, value $5,438,331.

    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 14,087 shares
    Change vs previous 13F -79 shares

    0.79% of the 13F portfolio, value $6,335,206.

    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 14,166 shares
    Change vs previous 13F +453 shares

    0.9% of the 13F portfolio, value $6,299,904.

    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 13,713 shares
    Change vs previous 13F +1,754 shares

    0.59% of the 13F portfolio, value $4,386,926.

    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 11,959 shares
    Change vs previous 13F +5,100 shares

    0.49% of the 13F portfolio, value $3,099,294.

    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 6,859 shares
    Change vs previous 13F +547 shares

    0.45% of the 13F portfolio, value $2,766,303.

    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 6,312 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,651,409.

    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).