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Werba Rubin Papier Wealth Management: DFAI position timeline

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

Werba Rubin Papier Wealth Management held 237,423 DFAI 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 237,423 shares
    Change vs previous 13F +17,178 shares

    1.19% of the 13F portfolio, value $9,793,696.

    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 220,245 shares
    Change vs previous 13F +29,050 shares

    1.19% of the 13F portfolio, value $8,580,760.

    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 191,195 shares
    Change vs previous 13F +1,951 shares

    1.97% of the 13F portfolio, value $7,286,447.

    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 189,244 shares
    Change vs previous 13F +35,433 shares

    1.11% of the 13F portfolio, value $6,879,027.

    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 153,811 shares
    Change vs previous 13F +14,821 shares

    1% of the 13F portfolio, value $5,317,241.

    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 138,990 shares
    Change vs previous 13F +13,348 shares

    0.94% of the 13F portfolio, value $4,340,652.

    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 125,642 shares
    Change vs previous 13F +5,416 shares

    0.87% of the 13F portfolio, value $3,668,744.

    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 120,226 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $3,820,781.

    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).