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Werba Rubin Papier Wealth Management: IEF position timeline

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

Werba Rubin Papier Wealth Management held 170,993 IEF 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 170,993 shares
    Change vs previous 13F -1,561 shares

    1.96% of the 13F portfolio, value $16,170,796.

    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 172,554 shares
    Change vs previous 13F +29,566 shares

    2.29% of the 13F portfolio, value $16,468,514.

    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 142,988 shares
    Change vs previous 13F +22,423 shares

    3.73% of the 13F portfolio, value $13,749,764.

    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 120,565 shares
    Change vs previous 13F +5,931 shares

    1.88% of the 13F portfolio, value $11,629,726.

    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 114,634 shares
    Change vs previous 13F +18,248 shares

    2.06% of the 13F portfolio, value $10,978,471.

    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 96,386 shares
    Change vs previous 13F +83,355 shares

    2% of the 13F portfolio, value $9,192,331.

    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 13,031 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,204,729.

    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 13,031 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,278,615.

    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).