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Sarver Vrooman Wealth Advisors: IBDW position timeline

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

Sarver Vrooman Wealth Advisors held 2,265,413 IBDW 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 2,265,413 shares
    Change vs previous 13F +44,914 shares

    26.73% of the 13F portfolio, value $45,444,187.

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

  2. period ended2026-06-30
    13F 2,220,499 shares
    Change vs previous 13F +26,318 shares

    27.48% of the 13F portfolio, value $46,108,659.

    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 2,194,181 shares
    Change vs previous 13F +8,659 shares

    28.29% of the 13F portfolio, value $45,924,205.

    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 2,185,522 shares
    Change vs previous 13F +5,750 shares

    29.38% of the 13F portfolio, value $46,223,787.

    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 2,179,772 shares
    Change vs previous 13F +29,327 shares

    29.73% of the 13F portfolio, value $46,254,759.

    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 2,150,445 shares
    Change vs previous 13F +21,713 shares

    30.07% of the 13F portfolio, value $45,245,380.

    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 2,128,732 shares
    Change vs previous 13F not available

    29.39% of the 13F portfolio, value $44,171,199.

    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).