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Sarver Vrooman Wealth Advisors: IBDV position timeline

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

Sarver Vrooman Wealth Advisors held 11,737 IBDV 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 11,737 shares
    Change vs previous 13F -177 shares

    0.15% of the 13F portfolio, value $248,120.

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

  2. period ended2026-06-30
    13F 11,914 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $258,713.

    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 11,914 shares
    Change vs previous 13F +956 shares

    0.16% of the 13F portfolio, value $260,797.

    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 10,958 shares
    Change vs previous 13F +1,778 shares

    0.15% of the 13F portfolio, value $241,843.

    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 9,180 shares
    Change vs previous 13F -38 shares

    0.13% of the 13F portfolio, value $203,337.

    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 9,218 shares
    Change vs previous 13F +7,994 shares

    0.13% of the 13F portfolio, value $202,611.

    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 1,224 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $26,585.

    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).