SAR WEALTH MANAGEMENT GROUP, LLC
CIK
0002010095
City
ATLANTA
State / Country
GA
Holdings in FMN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $228,843 | 20,598 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $227,401 | 20,598 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $219,162 | 20,598 | Shares | Sole | 2025-07-09 |
| 2025-03-31 | $274,497 | 25,276 | Shares | Sole | 2025-04-11 |
| 2024-12-31 | $275,761 | 25,276 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $313,927 | 25,276 | Shares | Sole | 2024-10-17 |
| 2024-06-30 | $288,904 | 25,276 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $279,805 | 25,276 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $277,783 | 25,276 | Shares | Sole | 2024-02-12 |