Ownership history in PFG Advisors · 29 quarters on record
This page tracks every 13F SEC filing in which PFG Advisors 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 21,697 | -220 | -1.0% | 0.02% | $501K | $22.35 |
| 2025 Q3 | ADDED | 21,917 | +6 | +0.0% | 0.02% | $535K | $22.62 |
| 2025 Q2 | ADDED | 21,911 | +6 | +0.0% | 0.03% | $543K | $22.33 |
| 2025 Q1 | REDUCED | 21,905 | -169 | -0.8% | 0.03% | $555K | $22.10 |
| 2024 Q4 | REDUCED | 22,074 | -375 | -1.7% | 0.03% | $528K | $20.25 |
| 2024 Q3 | UNCHANGED | 22,449 | — | 0% | 0.03% | $521K | $18.79 |
| 2024 Q2 | REDUCED | 22,449 | -746 | -3.2% | 0.03% | $510K | $17.82 |
| 2024 Q1 | REDUCED | 23,195 | -33 | -0.1% | 0.04% | $538K | $17.66 |
| 2023 Q4 | REDUCED | 23,228 | -2,001 | -7.9% | 0.05% | $601K | $19.09 |
| 2023 Q3 | REDUCED | 25,229 | -1,162 | -4.4% | 0.06% | $648K | $18.46 |
As of 2025 Q4 — sorted by position size