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Sarver Vrooman Wealth Advisors: IBDS position timeline

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

Sarver Vrooman Wealth Advisors held 12,004 IBDS 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 12,004 shares
    Change vs previous 13F -170 shares

    0.17% of the 13F portfolio, value $289,536.

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

  2. period ended2026-06-30
    13F 12,174 shares
    Change vs previous 13F -17 shares

    0.18% of the 13F portfolio, value $293,941.

    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 12,191 shares
    Change vs previous 13F +867 shares

    0.18% of the 13F portfolio, value $295,510.

    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 11,324 shares
    Change vs previous 13F +1,616 shares

    0.17% of the 13F portfolio, value $274,947.

    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 9,708 shares
    Change vs previous 13F -20 shares

    0.15% of the 13F portfolio, value $236,293.

    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 9,728 shares
    Change vs previous 13F +8,581 shares

    0.16% of the 13F portfolio, value $236,098.

    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 1,147 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $27,734.

    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).