Sar Wealth Management Group, LLC
- SEC CIK
- 0002010095
- Latest filing
- Aug 12, 2026
SBI holding history
Western Asset Intermediate Muni Fund Inc. in every 13F filed by Sar Wealth Management Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SBI overviewAll 13F holders of SBIFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −11,892−100.0% | Sold out | Holders |
| Q1 2025 | 11,892 | $92.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 11,892 | $92.0K | 0.1% | −3,052−20.4% | Reduced | Holders |
| Q3 2024 | 14,944 | $122.5K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 14,944 | $117.5K | 0.1% | +14,944 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −34,740−100.0% | Sold out | Holders |
| Q4 2023 | 34,740 | $267.5K | 0.3% | – | No prior filing | Holders |