SAR — SARATOGA INVT CORP

Ownership history in Palogic Value Management, L.P.  ·  13 quarters on record

This page tracks every 13F SEC filing in which Palogic Value Management, L.P. reported a position in SARATOGA INVT CORP (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
0.66% (2022 Q4)
Avg. % of fund
0.52%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 46,680 — 0% 0.45% $1.1M $22.35
2025 Q3 UNCHANGED 46,680 — 0% 0.46% $1.1M $22.62
2025 Q2 UNCHANGED 46,680 — 0% 0.47% $1.2M $22.33
2025 Q1 UNCHANGED 46,680 — 0% 0.51% $1.2M $22.10
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SAR price (monthly, adj. close)

Other funds also holding SAR

As of 2025 Q4 — sorted by position size

Next Level Private LLC 3Y 0.26% Virtus Investment Advisers, LLC 3Y 7Y 0.2% JB CAPITAL PARTNERS LP 3Y 0.13% Hennion & Walsh Asset Management, Inc. 3Y 0.11% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.1% Ethos Financial Group, LLC 3Y 0.09% Dynamic Technology Lab Private Ltd 3Y 7Y 0.07% Register Financial Advisors LLC 3Y 0.05% Advisors Asset Management, Inc. 3Y 7Y 0.04% PFG Advisors 3Y 7Y 0.02%
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