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Sarver Vrooman Wealth Advisors: DBEF position timeline

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

Sarver Vrooman Wealth Advisors held 90,668 DBEF 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 90,668 shares
    Change vs previous 13F +12,354 shares

    2.93% of the 13F portfolio, value $4,982,222.

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

  2. period ended2026-06-30
    13F 78,314 shares
    Change vs previous 13F +1,427 shares

    2.57% of the 13F portfolio, value $4,311,592.

    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 76,887 shares
    Change vs previous 13F -1,833 shares

    2.34% of the 13F portfolio, value $3,798,231.

    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 78,720 shares
    Change vs previous 13F +12,113 shares

    2.41% of the 13F portfolio, value $3,787,232.

    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 66,607 shares
    Change vs previous 13F +3,039 shares

    1.99% of the 13F portfolio, value $3,091,894.

    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 63,568 shares
    Change vs previous 13F +297 shares

    1.85% of the 13F portfolio, value $2,781,141.

    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 63,271 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $2,739,639.

    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).