GWM Advisors LLC

SEC CIK: 0001633516
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

SAR holding history

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

SAR overview All 13F holders of SAR Full Q2 2026 holdings

Shares (Q2 2026): 100
Value: $2.23K
% of portfolio: <0.1%
Quarters held: 2; Since Q2 2025

Holdings of SAR by GWM Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	100	$2.23K	<0.1%	+100	New	Holders
Q3 2025	0	$0	0.0%	−358−100.0%	Sold out	Holders
Q2 2025	358	$8.88K	<0.1%	+358	New	Holders