Werba Rubin Papier Wealth Management

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$426M
Signature - Title
Aryn Sands - Agent
Location
San Jose, CA
Summary
This page shows a list of all the recent 13F filings made by Werba Rubin Papier Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Werba Rubin Papier Wealth Management reported 193 stock holdings with total value $426M as of Q3 2024. Top holdings included AVUS, AVDE, AVUV, AAPL, and AVDV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 193 $426M +$48.8M -$5.79M +$43M AVUS, AVDE, AVUV, AAPL, AVDV 13F-HR 10/18/2024, 03:30 PM
Q2 2024 168 $362M +$40.7M -$23M +$17.8M AVUS, AVDE, AVUV, AAPL, AVDV 13F-HR 8/6/2024, 02:07 PM
Q1 2024 153 $345M +$40.4M -$4.98M +$35.4M AVUS, AVDE, AVUV, AVDV, AAPL 13F-HR 4/30/2024, 08:03 PM
Q4 2023 121 $295M +$6.62M -$21.9M -$15.3M AVUS, AVDE, AVUV, AAPL, AVDV 13F-HR 1/22/2024, 03:32 PM
Q3 2023 124 $281M +$5.24M -$9.25M -$4.01M AVUS, AVDE, AVUV, AAPL, AVDV 13F-HR 11/6/2023, 11:46 AM
Q2 2023 124 $288M +$28.1M -$2.61M +$25.5M AVUS, AVDE, AVUV, AAPL, AVDV 13F-HR 7/24/2023, 04:59 PM
Q1 2023 115 $255M +$13.4M -$13.6M -$173K AVDE, AVUS, AVUV, AAPL, AVDV 13F-HR 4/26/2023, 02:02 PM
Q4 2022 104 $242M $0 $0 AVDE, AVUS, AVUV, AVDV, DFUV 13F-HR 3/28/2023, 03:07 PM