Widmann Financial Services, Inc.: D position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Widmann Financial Services, Inc. on D, newest first. How the timeline and the estimate are built.
Widmann Financial Services, Inc. held 2,961 D shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 2,961 sharesChange vs previous 13F -400 shares
0.11% of the 13F portfolio, value $202,207.
13F-HR 0001906640-26-000003 filed by Widmann Financial Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,361 sharesChange vs previous 13F +3,361 shares
0.12% of the 13F portfolio, value $207,777.
13F-HR 0001906640-26-000002 filed by Widmann Financial Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -3,591 shares
13F-HR 0001906640-26-000001 filed by Widmann Financial Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 3,591 sharesChange vs previous 13F -100 shares
0.14% of the 13F portfolio, value $219,661.
13F-HR 0001906640-25-000005 filed by Widmann Financial Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,691 sharesChange vs previous 13F 0 shares
0.15% of the 13F portfolio, value $208,615.
13F-HR 0001906640-25-000002 filed by Widmann Financial Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,691 sharesChange vs previous 13F +3,691 shares
0.16% of the 13F portfolio, value $206,954.
13F-HR 0001356954-25-000004 filed by Widmann Financial Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -3,691 shares
13F-HR 0001906640-25-000001 filed by Widmann Financial Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 3,691 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $213,303.
13F-HR 0001906640-24-000005 filed by Widmann Financial Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).