Werba Rubin Papier Wealth Management

Business address
1732 N 1 St Street, Suite 220, San Jose, CA, 95112
Top securities (13F)
AVUS, AVDE, AVUV, AAPL, AVDV, NVDA, VUG, VTV, BND, SCHQ, AVEM, IEF, DFIV, DFUV, CGCB, PRCT, DFAI, AVSF, SCHV, and MSFT
State of incorporation
DE
Fiscal year end
31 December
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Werba Rubin Papier Wealth Management has filed 14 SEC EDGAR filings since 28 Mar 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 04 Nov 2025 30 Sep 2025 028-23165
N-PX Open Document Open Filing 29 Jul 2025 30 Jun 2025 028-23165
13F-HR Open Document Open Filing 29 Jul 2025 30 Jun 2025 028-23165
13F-HR Open Document Open Filing 07 May 2025 31 Mar 2025 028-23165
13F-HR Open Document Open Filing 03 Feb 2025 31 Dec 2024 028-23165
13F-HR Open Document Open Filing 18 Oct 2024 30 Sep 2024 028-23165
N-PX Open Document Open Filing 06 Aug 2024 30 Jun 2024 028-23165
13F-HR Open Document Open Filing 06 Aug 2024 30 Jun 2024 028-23165
13F-HR Open Document Open Filing 01 May 2024 31 Mar 2024 028-23165
13F-HR Open Document Open Filing 22 Jan 2024 31 Dec 2023 028-23165
13F-HR Open Document Open Filing 06 Nov 2023 30 Sep 2023 028-23165
13F-HR Open Document Open Filing 24 Jul 2023 30 Jun 2023 028-23165
13F-HR Open Document Open Filing 26 Apr 2023 31 Mar 2023 028-23165
13F-HR Open Document Open Filing 28 Mar 2023 31 Dec 2022 028-23165