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Werba Rubin Papier Wealth Management: DFUS position timeline

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

Werba Rubin Papier Wealth Management held 56,788 DFUS 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 56,788 shares
    Change vs previous 13F -347 shares

    0.57% of the 13F portfolio, value $4,653,211.

    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 57,135 shares
    Change vs previous 13F -1,230 shares

    0.56% of the 13F portfolio, value $4,051,452.

    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 58,365 shares
    Change vs previous 13F +62 shares

    1.17% of the 13F portfolio, value $4,328,937.

    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 58,303 shares
    Change vs previous 13F +1,189 shares

    0.68% of the 13F portfolio, value $4,223,444.

    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 57,114 shares
    Change vs previous 13F +6,786 shares

    0.72% of the 13F portfolio, value $3,827,799.

    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 50,328 shares
    Change vs previous 13F +5,105 shares

    0.66% of the 13F portfolio, value $3,043,819.

    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 45,223 shares
    Change vs previous 13F +3,368 shares

    0.68% of the 13F portfolio, value $2,882,953.

    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 41,855 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,603,384.

    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).