Werba Rubin Papier Wealth Management: WFC position timeline

Werba Rubin Papier Wealth Management held 3,635 WFC 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 3,635 shares

   Change vs previous 13F -659 shares

   0.04% of the 13F portfolio, value $300,389.

   13F-HR 0001971029-26-000003 filed by Werba Rubin Papier Wealth Management
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 4,294 shares

   Change vs previous 13F +688 shares

   0.05% of the 13F portfolio, value $341,812.

   13F-HR 0001971029-26-000002 filed by Werba Rubin Papier Wealth Management
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 3,606 shares

   Change vs previous 13F +548 shares

   0.09% of the 13F portfolio, value $336,106.

   13F-HR 0001971029-26-000001 filed by Werba Rubin Papier Wealth Management
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 3,058 shares

   Change vs previous 13F +420 shares

   0.04% of the 13F portfolio, value $256,323.

   13F-HR 0001754960-25-000747 filed by Werba Rubin Papier Wealth Management
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 2,638 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $211,372.

   13F-HR 0001754960-25-000495 filed by Werba Rubin Papier Wealth Management
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).