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Werba Rubin Papier Wealth Management: SCHV position timeline

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

Werba Rubin Papier Wealth Management held 203,775 SCHV 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 203,775 shares
    Change vs previous 13F +7,985 shares

    0.86% of the 13F portfolio, value $7,093,407.

    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 195,790 shares
    Change vs previous 13F +6,075 shares

    0.83% of the 13F portfolio, value $5,971,597.

    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 189,715 shares
    Change vs previous 13F -10,238 shares

    1.52% of the 13F portfolio, value $5,617,474.

    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 199,953 shares
    Change vs previous 13F -10,669 shares

    0.94% of the 13F portfolio, value $5,820,622.

    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 210,622 shares
    Change vs previous 13F -11,194 shares

    1.1% of the 13F portfolio, value $5,827,915.

    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 221,816 shares
    Change vs previous 13F +24,161 shares

    1.28% of the 13F portfolio, value $5,895,861.

    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 197,655 shares
    Change vs previous 13F +132,185 shares

    1.22% of the 13F portfolio, value $5,152,856.

    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 65,470 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $5,261,818.

    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).