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Sarver Vrooman Wealth Advisors: AVLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sarver Vrooman Wealth Advisors on AVLV, newest first. How the timeline and the estimate are built.

Sarver Vrooman Wealth Advisors held 51,308 AVLV shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 51,308 shares
    Change vs previous 13F +6,342 shares

    2.73% of the 13F portfolio, value $4,640,296.

    13F-HR 0002076215-26-000006 filed by Sarver Vrooman Wealth Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 44,966 shares
    Change vs previous 13F +613 shares

    2.45% of the 13F portfolio, value $4,106,295.

    13F-HR 0002076215-26-000005 filed by Sarver Vrooman Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 44,353 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $3,575,295.

    13F-HR 0002076215-26-000003 filed by Sarver Vrooman Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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