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Disclosery

Werba Rubin Papier Wealth Management: DFAE position timeline

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

Werba Rubin Papier Wealth Management held 49,422 DFAE 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 49,422 shares
    Change vs previous 13F -1,691 shares

    0.24% of the 13F portfolio, value $1,987,253.

    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 51,113 shares
    Change vs previous 13F +2,661 shares

    0.24% of the 13F portfolio, value $1,730,696.

    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 48,452 shares
    Change vs previous 13F +1,159 shares

    0.43% of the 13F portfolio, value $1,578,086.

    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 47,293 shares
    Change vs previous 13F +2,105 shares

    0.24% of the 13F portfolio, value $1,491,154.

    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 45,188 shares
    Change vs previous 13F +718 shares

    0.25% of the 13F portfolio, value $1,308,189.

    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 44,470 shares
    Change vs previous 13F +625 shares

    0.25% of the 13F portfolio, value $1,151,340.

    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 43,845 shares
    Change vs previous 13F +21 shares

    0.26% of the 13F portfolio, value $1,112,357.

    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 43,824 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,201,213.

    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).