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Sarver Vrooman Wealth Advisors: IBDZ position timeline

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

Sarver Vrooman Wealth Advisors held 1,718,835 IBDZ 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 1,718,835 shares
    Change vs previous 13F +37,801 shares

    24.91% of the 13F portfolio, value $42,334,902.

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

  2. period ended2026-06-30
    13F 1,681,034 shares
    Change vs previous 13F +26,060 shares

    25.98% of the 13F portfolio, value $43,580,797.

    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 1,654,974 shares
    Change vs previous 13F +1,633,901 shares

    26.56% of the 13F portfolio, value $43,128,622.

    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 21,073 shares
    Change vs previous 13F +464 shares

    0.35% of the 13F portfolio, value $555,695.

    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 20,609 shares
    Change vs previous 13F +10,943 shares

    0.35% of the 13F portfolio, value $545,520.

    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 9,666 shares
    Change vs previous 13F +470 shares

    0.17% of the 13F portfolio, value $252,572.

    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 9,196 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $237,122.

    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).