Position in STT
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$55,798
+$11,123 QoQ
Shares Held
329
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,058
of 1,248 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sarver Vrooman Wealth Advisors holds $167,903 across 3 Asset Management names. STT ranks #2 (33.2% of the industry book) .
All Filings in STT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,798 | 329 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $44,675 | 353 | Shares | Sole | 2026-04-15 | |
| 2025-09-30 | $84,107 | 725 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $77,096 | 725 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||