SAR SARATOGA INVT CORP COM NEW

Ownership history in Next Level Private LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Next Level Private LLC reported a position in SARATOGA INVT CORP COM NEW (SAR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.57% (2023 Q1)
Avg. % of fund
0.43%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 43,527 0% 0.26% $1.0M $22.35
2025 Q3 ADDED 43,527 +4,373 +11.2% 0.31% $1.1M $22.62
2025 Q2 UNCHANGED 39,154 0% 0.32% $971K $22.33
2025 Q1 UNCHANGED 39,154 0% 0.37% $992K $22.10
2024 Q4 UNCHANGED 39,154 0% 0.38% $937K $20.25
2024 Q3 ADDED 39,154 +6,619 +20.3% 0.37% $908K $18.79
2024 Q2 ADDED 32,535 +1,059 +3.4% 0.34% $739K $17.82
2024 Q1 UNCHANGED 31,476 0% 0.34% $730K $17.66
2023 Q4 UNCHANGED 31,476 0% 0.46% $814K $19.09
2023 Q3 ADDED 31,476 +3,017 +10.6% 0.52% $787K $18.46
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SAR price (monthly, adj. close)
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