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Sarver Vrooman Wealth Advisors: IBDR position timeline

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

Sarver Vrooman Wealth Advisors held 2,194 IBDR 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 2,194 shares
    Change vs previous 13F -844 shares

    0.03% of the 13F portfolio, value $53,187.

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

  2. period ended2026-06-30
    13F 3,038 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $73,444.

    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 3,038 shares
    Change vs previous 13F -1,769,786 shares

    0.05% of the 13F portfolio, value $73,641.

    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 1,772,824 shares
    Change vs previous 13F +4,441 shares

    27.31% of the 13F portfolio, value $42,955,527.

    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 1,768,383 shares
    Change vs previous 13F +14,981 shares

    27.62% of the 13F portfolio, value $42,971,695.

    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 1,753,402 shares
    Change vs previous 13F +8,426 shares

    28.26% of the 13F portfolio, value $42,520,020.

    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 1,744,976 shares
    Change vs previous 13F not available

    28.11% of the 13F portfolio, value $42,245,891.

    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).