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Disclosery

Sargent Investment Group, LLC: WFC position timeline

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

Sargent Investment Group, LLC held 4,486 WFC 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 4,486 shares
    Change vs previous 13F +66 shares

    0.04% of the 13F portfolio, value $370,723.

    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 4,420 shares
    Change vs previous 13F +160 shares

    0.05% of the 13F portfolio, value $351,876.

    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 4,260 shares
    Change vs previous 13F +4,260 shares

    0.05% of the 13F portfolio, value $397,032.

    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 0 shares
    Change vs previous 13F -4,220 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 4,220 shares
    Change vs previous 13F -35 shares

    0.04% of the 13F portfolio, value $327,514.

    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 4,255 shares
    Change vs previous 13F +551 shares

    0.05% of the 13F portfolio, value $305,466.

    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 3,704 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $261,243.

    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).