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
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Quarterly reported holdings in Saratoga Investment by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $256k | 10k | 24.80 |
| 2025-03-31 | $263k | 10k | 25.33 |
| 2024-12-31 | $248k | 10k | 23.92 |
| 2024-09-30 | $242k | 10k | 23.19 |
| 2024-06-30 | $261k | 12k | 22.70 |
| 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
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