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Sarver Vrooman Wealth Advisors: PEP position timeline

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

Sarver Vrooman Wealth Advisors held 195 PEP 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 195 shares
    Change vs previous 13F -141 shares

    0.01% of the 13F portfolio, value $24,710.

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

  2. period ended2026-06-30
    13F 336 shares
    Change vs previous 13F -25 shares

    0.03% of the 13F portfolio, value $47,887.

    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 361 shares
    Change vs previous 13F +16 shares

    0.03% of the 13F portfolio, value $56,060.

    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 345 shares
    Change vs previous 13F -128 shares

    0.03% of the 13F portfolio, value $49,514.

    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 473 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $66,428.

    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 473 shares
    Change vs previous 13F -93 shares

    0.04% of the 13F portfolio, value $62,454.

    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 566 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $84,866.

    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).