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Wernau Asset Management Inc.: SBUX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wernau Asset Management Inc. on SBUX, newest first. How the timeline and the estimate are built.

Wernau Asset Management Inc. held 2,785 SBUX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,785 shares
    Change vs previous 13F +137 shares

    0.27% of the 13F portfolio, value $284,654.

    13F-HR 0001172661-26-002995 filed by Wernau Asset Management Inc.
    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 2,648 shares
    Change vs previous 13F +123 shares

    0.25% of the 13F portfolio, value $237,255.

    13F-HR 0001172661-26-001521 filed by Wernau Asset Management Inc.
    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 2,525 shares
    Change vs previous 13F +69 shares

    0.21% of the 13F portfolio, value $212,650.

    13F-HR 0001172661-26-000240 filed by Wernau Asset Management Inc.
    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 2,456 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $207,797.

    13F-HR 0001172661-25-004635 filed by Wernau Asset Management Inc.
    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 2,456 shares
    Change vs previous 13F -307 shares

    0.25% of the 13F portfolio, value $225,065.

    13F-HR 0001172661-25-003031 filed by Wernau Asset Management Inc.
    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 2,763 shares
    Change vs previous 13F -69 shares

    0.28% of the 13F portfolio, value $271,046.

    13F-HR 0001172661-25-001592 filed by Wernau Asset Management Inc.
    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 2,832 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $258,441.

    13F-HR 0001172661-25-000522 filed by Wernau Asset Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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