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Werba Rubin Papier Wealth Management: BIL position timeline

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

Werba Rubin Papier Wealth Management held 11,023 BIL 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 11,023 shares
    Change vs previous 13F -225 shares

    0.12% of the 13F portfolio, value $1,010,108.

    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 11,248 shares
    Change vs previous 13F +1,741 shares

    0.14% of the 13F portfolio, value $1,030,803.

    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 9,507 shares
    Change vs previous 13F +59 shares

    0.24% of the 13F portfolio, value $868,709.

    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).

  4. period ended2025-09-30
    13F 9,448 shares
    Change vs previous 13F -8,578 shares

    0.14% of the 13F portfolio, value $866,816.

    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 18,026 shares
    Change vs previous 13F +3,914 shares

    0.31% of the 13F portfolio, value $1,653,491.

    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 14,112 shares
    Change vs previous 13F +6,689 shares

    0.28% of the 13F portfolio, value $1,294,494.

    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 7,423 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $678,685.

    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).