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Saratoga Investment shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Saratoga Investment (SAR) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Saratoga Investment

Tip: Access up to 7 years of quarterly data

All positions including Saratoga Investment held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Saratoga Investment by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $22k 965 22.30

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Top funds holding Saratoga Investment

Lido Advisors
Private Advisor
Legal & General Group
Hennion & Walsh Asset Management
Advisors Asset Management
International Assets Investment Management
LPL Financial
Wells Fargo & Company
Citadel Advisors
Ethos Financial Group
Janney Montgomery Scott
Susquehanna International
BlackRock
Raymond James Financial
Wealthcare Advisory Partners

View all funds holding Saratoga Investment