Skip to content
Disclosery

Werba Rubin Papier Wealth Management: BIV position timeline

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

Werba Rubin Papier Wealth Management held 25,926 BIV 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 25,926 shares
    Change vs previous 13F +1,716 shares

    0.24% of the 13F portfolio, value $1,988,538.

    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 24,210 shares
    Change vs previous 13F +4,584 shares

    0.26% of the 13F portfolio, value $1,868,518.

    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 19,626 shares
    Change vs previous 13F +2,618 shares

    0.41% of the 13F portfolio, value $1,528,468.

    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 17,008 shares
    Change vs previous 13F -15,818 shares

    0.21% of the 13F portfolio, value $1,328,185.

    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 32,826 shares
    Change vs previous 13F +736 shares

    0.48% of the 13F portfolio, value $2,538,793.

    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 32,090 shares
    Change vs previous 13F +1,146 shares

    0.53% of the 13F portfolio, value $2,457,154.

    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 30,944 shares
    Change vs previous 13F +3,468 shares

    0.55% of the 13F portfolio, value $2,312,475.

    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 27,476 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,153,293.

    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).