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M.D. Sass, LLC: SARO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M.D. Sass, LLC on SARO, newest first. How the timeline and the estimate are built.

M.D. Sass, LLC held 2,346,749 SARO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,346,749 shares
    Change vs previous 13F +197,069 shares

    4.65% of the 13F portfolio, value $70,191,263.

    13F-HR 0001172661-26-003181 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,149,680 shares
    Change vs previous 13F +158,143 shares

    4.21% of the 13F portfolio, value $55,526,234.

    13F-HR 0001172661-26-001945 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,991,537 shares
    Change vs previous 13F +816,573 shares

    4.5% of the 13F portfolio, value $57,117,281.

    13F-HR 0001172661-26-000587 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,174,964 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $32,064,768.

    13F-HR 0001172661-25-004587 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).