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Saratoga Investment shares owned by Western Wealth Management

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

Historical chart of Western Wealth Management investment in Saratoga Investment

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Saratoga Investment by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $70k 3.2k 21.87

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Broadcom (AVGO)

View all positions for Western Wealth Management

Top funds holding Saratoga Investment

Lido Advisors
Private Advisor
Hennion & Walsh Asset Management
Legal & General Group
LPL Financial
Advisors Asset Management
Wells Fargo & Company
International Assets Investment Management
Susquehanna International
Citadel Advisors
Two Sigma Investments
BlackRock
Ethos Financial Group
Wealthcare Advisory Partners
Palogic Value Management

View all funds holding Saratoga Investment