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Werba Rubin Papier Wealth Management: SCHQ position timeline

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

Werba Rubin Papier Wealth Management held 465,471 SCHQ 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 465,471 shares
    Change vs previous 13F -13,221 shares

    1.77% of the 13F portfolio, value $14,569,254.

    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 478,692 shares
    Change vs previous 13F -4,056 shares

    2.1% of the 13F portfolio, value $15,045,296.

    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 482,748 shares
    Change vs previous 13F -24,613 shares

    4.15% of the 13F portfolio, value $15,303,101.

    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 507,361 shares
    Change vs previous 13F -70,979 shares

    2.65% of the 13F portfolio, value $16,392,841.

    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 578,340 shares
    Change vs previous 13F -54,473 shares

    3.47% of the 13F portfolio, value $18,443,263.

    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 632,813 shares
    Change vs previous 13F +327,943 shares

    4.51% of the 13F portfolio, value $20,730,967.

    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 304,870 shares
    Change vs previous 13F +89,875 shares

    2.26% of the 13F portfolio, value $9,582,067.

    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 214,995 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $7,522,667.

    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).