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Sarver Vrooman Wealth Advisors: DGRW position timeline

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

Sarver Vrooman Wealth Advisors held 54,093 DGRW 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 54,093 shares
    Change vs previous 13F +6,178 shares

    3.09% of the 13F portfolio, value $5,260,003.

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

  2. period ended2026-06-30
    13F 47,915 shares
    Change vs previous 13F +1,005 shares

    2.75% of the 13F portfolio, value $4,609,183.

    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 46,910 shares
    Change vs previous 13F -1,578 shares

    2.54% of the 13F portfolio, value $4,120,574.

    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 48,488 shares
    Change vs previous 13F +6,852 shares

    2.76% of the 13F portfolio, value $4,336,281.

    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 41,636 shares
    Change vs previous 13F +1,253 shares

    2.38% of the 13F portfolio, value $3,703,939.

    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 40,383 shares
    Change vs previous 13F +962 shares

    2.25% of the 13F portfolio, value $3,381,672.

    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 39,421 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $3,148,161.

    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).