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Saratoga Investment shares owned by LPL Financial

Quarter-by-quarter ownership of Saratoga Investment (SAR) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Saratoga Investment

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All positions including Saratoga Investment held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Saratoga Investment by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 79k 23.20
2023-09-30 $1.9M 74k 25.70
2023-06-30 $1.9M 72k 26.99
2023-03-31 $1.6M 65k 25.28
2022-12-31 $1.7M 69k 25.49
2022-09-30 $1.4M 67k 20.77
2022-06-30 $1.5M 64k 23.96
2022-03-31 $1.9M 70k 27.27
2021-12-31 $2.3M 80k 29.38
2021-09-30 $2.2M 77k 28.74
2021-06-30 $1.9M 69k 26.87
2021-03-31 $1.7M 69k 25.33
2020-12-31 $1.3M 60k 20.85
2020-09-30 $985k 59k 16.80
2020-06-30 $942k 60k 15.80
2020-03-31 $127k 11k 11.54
2019-12-31 $368k 15k 24.92