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Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

SAR holding history

Saratoga Investment Corp. in every 13F filed by Modera Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SAR overviewAll 13F holders of SARFull Q2 2026 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2022
Holdings of SAR by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−8,000−100.0%Sold outHolders
Q1 20228,000$218.0K<0.1%+8,000NewHolders