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Sargent Investment Group, LLC: XPO position timeline

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

Sargent Investment Group, LLC held 14,509 XPO 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 14,509 shares
    Change vs previous 13F -2,445 shares

    0.36% of the 13F portfolio, value $2,978,553.

    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 16,954 shares
    Change vs previous 13F -506 shares

    0.43% of the 13F portfolio, value $3,298,401.

    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 17,460 shares
    Change vs previous 13F -2,172 shares

    0.3% of the 13F portfolio, value $2,372,989.

    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 19,632 shares
    Change vs previous 13F +671 shares

    0.36% of the 13F portfolio, value $2,537,829.

    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 18,961 shares
    Change vs previous 13F +2,512 shares

    0.32% of the 13F portfolio, value $2,333,151.

    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 16,449 shares
    Change vs previous 13F +1,407 shares

    0.28% of the 13F portfolio, value $1,769,583.

    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 15,042 shares
    Change vs previous 13F +2,470 shares

    0.33% of the 13F portfolio, value $2,040,748.

    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 12,572 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,351,616.

    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).