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Sarver Vrooman Wealth Advisors: BNY position timeline

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

Sarver Vrooman Wealth Advisors held 1,229 BNY 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 1,229 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $177,750.

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

  2. period ended2026-06-30
    13F 1,229 shares
    Change vs previous 13F -15 shares

    0.11% of the 13F portfolio, value $181,652.

    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 1,244 shares
    Change vs previous 13F +373 shares

    0.09% of the 13F portfolio, value $147,576.

    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).

  4. period ended2025-12-31
    13F/A 871 shares
    Change vs previous 13F -22 shares

    0.06% of the 13F portfolio, value $101,114.

    13F-HR/A 0002076215-26-000004 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).

  5. period ended2025-09-30
    13F 893 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $97,301.

    13F-HR 0002076215-25-000004 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).

  6. period ended2025-06-30
    13F 893 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $81,361.

    13F-HR 0002076215-25-000002 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).

  7. period ended2025-03-31
    13F 893 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $74,895.

    13F-HR 0002076215-25-000001 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).