Position in SAR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$245,410
+$4,840 QoQ
Shares Held
11,000
0.0% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#32
of 59 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SAR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026DAVIDSON TRUST CO holds $1,400,708 across 5 Asset Management names. SAR ranks #4 (17.5% of the industry book) .
All Filings in SAR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,410 | 11,000 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $240,570 | 11,000 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $253,770 | 11,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $268,290 | 11,000 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $272,800 | 11,000 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $278,630 | 11,000 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $263,120 | 11,000 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $255,090 | 11,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $249,700 | 11,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $255,200 | 11,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $284,460 | 11,000 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $282,700 | 11,000 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $296,890 | 11,000 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $278,080 | 11,000 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $280,390 | 11,000 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $228,470 | 11,000 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $311,610 | 13,000 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $354,380 | 13,000 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $381,940 | 13,000 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $373,620 | 13,000 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||