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Sarver Vrooman Wealth Advisors: USMV position timeline

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

Sarver Vrooman Wealth Advisors held 3,406 USMV 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 3,406 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $331,881.

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

  2. period ended2026-06-30
    13F 3,406 shares
    Change vs previous 13F -36 shares

    0.2% of the 13F portfolio, value $332,868.

    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 3,442 shares
    Change vs previous 13F -35,265 shares

    0.2% of the 13F portfolio, value $319,211.

    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 38,707 shares
    Change vs previous 13F +5,727 shares

    2.32% of the 13F portfolio, value $3,644,651.

    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 32,980 shares
    Change vs previous 13F +1,555 shares

    2.02% of the 13F portfolio, value $3,137,717.

    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 31,425 shares
    Change vs previous 13F +58 shares

    1.96% of the 13F portfolio, value $2,949,864.

    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 31,367 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $2,937,833.

    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).