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Werba Rubin Papier Wealth Management: AVUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Werba Rubin Papier Wealth Management on AVUV, newest first. How the timeline and the estimate are built.

Werba Rubin Papier Wealth Management held 440,829 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 440,829 shares
    Change vs previous 13F +8,021 shares

    6.68% of the 13F portfolio, value $54,997,775.

    13F-HR 0001971029-26-000003 filed by Werba Rubin Papier Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 432,808 shares
    Change vs previous 13F +432,808 shares

    6.66% of the 13F portfolio, value $47,812,265.

    13F-HR 0001971029-26-000002 filed by Werba Rubin Papier Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -453,155 shares

    13F-HR 0001971029-26-000001 filed by Werba Rubin Papier Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 453,155 shares
    Change vs previous 13F -2,114 shares

    7.29% of the 13F portfolio, value $45,102,545.

    13F-HR 0001754960-25-000747 filed by Werba Rubin Papier Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 455,269 shares
    Change vs previous 13F +2,009 shares

    7.79% of the 13F portfolio, value $41,474,981.

    13F-HR 0001754960-25-000495 filed by Werba Rubin Papier Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 453,260 shares
    Change vs previous 13F -9,634 shares

    8.59% of the 13F portfolio, value $39,510,682.

    13F-HR 0001754960-25-000282 filed by Werba Rubin Papier Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 462,894 shares
    Change vs previous 13F +5,224 shares

    10.54% of the 13F portfolio, value $44,683,205.

    13F-HR 0001754960-25-000092 filed by Werba Rubin Papier Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 457,670 shares
    Change vs previous 13F not available

    10.3% of the 13F portfolio, value $43,913,448.

    13F-HR 0001754960-24-000512 filed by Werba Rubin Papier Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).