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Saratoga Investment shares owned by West Financial Advisors

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

Historical chart of West Financial Advisors investment in Saratoga Investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Saratoga Investment by West Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3k 52 24.40
2025-06-30 $1.3k 51 24.57

More positions owned by West Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial Advisors

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