Lido Advisors’s Saratoga Investment SAR Stock Holding History

Lido Advisors’s Portfolio SAR Stock Details SAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.55M	Sell	93,185 -88,333	-49%	-$1.65M	﹤0.01%	891
2026 Q2	$4.05M	Sell	181,518 -17,620	-9%	-$395K	0.01%	557
2026 Q1	$4.36M	Hold	199,138	–	–	0.01%	482
2025 Q4	$4.86M	Buy	199,138 +1,265	+0.6%	+$28.7K	0.01%	472
2025 Q3	$4.83M	Buy	197,873 +11,620	+6%	+$290K	0.02%	451
2025 Q2	$4.62M	Buy	186,253 +56,125	+43%	+$1.36M	0.02%	391
2025 Q1	$3.3M	Buy	130,128 +35,147	+37%	+$874K	0.01%	423
2024 Q4	$2.27M	Buy	94,981 +23,089	+32%	+$560K	0.01%	494
2024 Q3	$1.67M	Buy	71,892 +1,275	+2%	+$29.4K	0.01%	525
2024 Q2	$1.6M	Hold	70,617	–	–	0.01%	503
2024 Q1	$1.64M	Hold	70,617	–	–	0.01%	486
2023 Q4	$1.83M	Buy	+70,617	New	+$1.76M	0.01%	440

Other funds holding SAR

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Lido Advisors's SAR Position: Q3 2026 in Review

Lido Advisors reduced its Saratoga Investment (SAR) stake by 49% in Q3 2026, selling an estimated $1.65M and leaving 93,185 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Lido Advisors first reported a position in SAR in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.86M in Q4 2025. 28 funds tracked by Wall St. Rank hold SAR as of Q3 2026.

Lido Advisors held 93,185 shares of Saratoga Investment worth $1.55M as of Q3 2026.
Lido Advisors sold 88,333 Saratoga Investment shares in Q3 2026, an estimated $1.65M.
Saratoga Investment made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #891 holding.
Lido Advisors first reported a position in Saratoga Investment in Q4 2023 and has held it in 12 quarters since.
Lido Advisors's Saratoga Investment position peaked at $4.86M in Q4 2025.
28 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.