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Disclosery

Sargent Investment Group, LLC: UITB position timeline

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

Sargent Investment Group, LLC held 405,609 UITB 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 405,609 shares
    Change vs previous 13F +344 shares

    2.28% of the 13F portfolio, value $18,997,900.

    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 405,265 shares
    Change vs previous 13F +3,083 shares

    2.51% of the 13F portfolio, value $19,054,338.

    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 402,182 shares
    Change vs previous 13F +25,207 shares

    2.39% of the 13F portfolio, value $19,045,206.

    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 376,975 shares
    Change vs previous 13F +33,822 shares

    2.55% of the 13F portfolio, value $17,913,849.

    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 343,153 shares
    Change vs previous 13F +6,713 shares

    2.18% of the 13F portfolio, value $16,150,484.

    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 336,440 shares
    Change vs previous 13F +64,554 shares

    2.52% of the 13F portfolio, value $15,792,494.

    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 271,886 shares
    Change vs previous 13F +135,165 shares

    2.02% of the 13F portfolio, value $12,346,343.

    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 136,721 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $6,553,038.

    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).