Position in MDWD
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$958,238
-$147,995 QoQ
Shares Held
59,481
-0.7% QoQ
Ownership
0.463%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MDWD Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Sargent Investment Group, LLC holds $8,795,985 across 5 Biotechnology names. MDWD ranks #2 (10.9% of the industry book) .
All Filings in MDWD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $958,238 | 59,481 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,106,233 | 59,926 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,079,866 | 59,926 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,044,546 | 53,926 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,066,068 | 68,690 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,157,182 | 121,190 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,116,487 | 117,192 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,839,911 | 118,551 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,772,814 | 124,408 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,110,502 | 109,194 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,086,014 | 102,069 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,100,005 | 103,190 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,342,669 | 100,801 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,218,497 | 90,326 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||