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Sargent Investment Group, LLC: VTEB position timeline

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

Sargent Investment Group, LLC held 82,463 VTEB 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 82,463 shares
    Change vs previous 13F -13,535 shares

    0.5% of the 13F portfolio, value $4,170,979.

    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 95,998 shares
    Change vs previous 13F -12,575 shares

    0.63% of the 13F portfolio, value $4,789,340.

    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 108,573 shares
    Change vs previous 13F +8,115 shares

    0.68% of the 13F portfolio, value $5,460,136.

    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 100,458 shares
    Change vs previous 13F +7,280 shares

    0.72% of the 13F portfolio, value $5,029,932.

    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 93,178 shares
    Change vs previous 13F +52,131 shares

    0.62% of the 13F portfolio, value $4,552,677.

    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 41,047 shares
    Change vs previous 13F +10,885 shares

    0.33% of the 13F portfolio, value $2,036,752.

    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 30,162 shares
    Change vs previous 13F +13,025 shares

    0.24% of the 13F portfolio, value $1,496,035.

    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 17,137 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $876,043.

    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).