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Disclosery

Sargent Investment Group, LLC: VRT position timeline

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

Sargent Investment Group, LLC held 19,911 VRT 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 19,911 shares
    Change vs previous 13F -4,847 shares

    0.8% of the 13F portfolio, value $6,666,604.

    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 24,758 shares
    Change vs previous 13F -447 shares

    0.82% of the 13F portfolio, value $6,203,860.

    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 25,205 shares
    Change vs previous 13F +82 shares

    0.51% of the 13F portfolio, value $4,083,462.

    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 25,123 shares
    Change vs previous 13F +4,410 shares

    0.54% of the 13F portfolio, value $3,790,056.

    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 20,713 shares
    Change vs previous 13F +6,469 shares

    0.39% of the 13F portfolio, value $2,894,642.

    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 14,244 shares
    Change vs previous 13F +3,691 shares

    0.16% of the 13F portfolio, value $1,028,417.

    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 10,553 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,308,678.

    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).