Harbor Asset Planning »

Saratoga Investment shares owned by Harbor Asset Planning

Quarter-by-quarter ownership of Saratoga Investment (SAR) shares owned by Harbor Asset Planning from 13F filings

Historical chart of Harbor Asset Planning investment in Saratoga Investment

Tip: Access up to 7 years of quarterly data

All positions including Saratoga Investment held by Harbor Asset Planning 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 Harbor Asset Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.4k 261 24.39

More positions owned by Harbor Asset Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Us Sml Cap Eqt (SMLF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Harbor Asset Planning

Top funds holding Saratoga Investment

Lido Advisors
Hennion & Walsh Asset Management
Private Advisor
Advisors Asset Management
Two Sigma Investments
LPL Financial
Two Sigma Advisers
BlackRock
Legal & General Group
Wells Fargo & Company
Morgan Stanley
Ameriprise Financial
Susquehanna International
Ethos Financial Group
International Assets Investment Management

View all funds holding Saratoga Investment