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TMD Wealth Management, LLC

SEC CIK
0001842820
Latest filing
Aug 8, 2024

SAR holding history

Saratoga Investment Corp. in every 13F filed by TMD 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 2024 holdings

Shares (Q2 2024)
67,730
Value
$1.54M
% of portfolio
0.3%
Quarters held
3
Since Q4 2023
Holdings of SAR by TMD Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202467,730$1.54M0.3%−497−0.7%ReducedHolders
Q1 202468,227$1.58M0.4%+9,447+16.1%AddedHolders
Q4 202358,780$1.52M0.4%+58,780NewHolders