H D Vest Advisory Services »

Saratoga Investment shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Saratoga Investment (SAR) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Saratoga Investment

Tip: Access up to 7 years of quarterly data

All positions including Saratoga Investment held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Saratoga Investment by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $264k 11k 23.20
2023-12-31 $273k 11k 25.86
2023-09-30 $230k 9.0k 25.70
2023-06-30 $239k 8.9k 26.99
2023-03-31 $222k 8.8k 25.28
2022-06-30 $212k 8.9k 23.95
2022-03-31 $228k 8.4k 27.20

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr National Mun Etf (MUB)
NVIDIA Corporation (NVDA)

View all positions for H D Vest Advisory Services

Top funds holding Saratoga Investment

Two Sigma Investments
Two Sigma Advisers
Private Advisor
Hennion & Walsh Asset Management
Advisors Asset Management
Millennium Management
Legal & General Group
Wells Fargo & Company
Citadel Advisors
LPL Financial
Lido Advisors
TMD Wealth Management
Ameriprise Financial
Morgan Stanley
Qube Research & Technologies

View all funds holding Saratoga Investment