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Werba Rubin Papier Wealth Management: DFIV position timeline

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

Werba Rubin Papier Wealth Management held 249,131 DFIV 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 249,131 shares
    Change vs previous 13F +9,138 shares

    1.63% of the 13F portfolio, value $13,458,035.

    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 239,993 shares
    Change vs previous 13F -1,888 shares

    1.76% of the 13F portfolio, value $12,666,807.

    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 241,881 shares
    Change vs previous 13F +1,830 shares

    3.27% of the 13F portfolio, value $12,069,851.

    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 240,051 shares
    Change vs previous 13F +24,413 shares

    1.79% of the 13F portfolio, value $11,071,153.

    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 215,638 shares
    Change vs previous 13F +3,252 shares

    1.74% of the 13F portfolio, value $9,235,762.

    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 212,386 shares
    Change vs previous 13F -761 shares

    1.82% of the 13F portfolio, value $8,359,520.

    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 213,147 shares
    Change vs previous 13F +1,121 shares

    1.78% of the 13F portfolio, value $7,562,463.

    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 212,026 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $8,073,956.

    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).