Skip to content
Disclosery

Widmann Financial Services, Inc.: DOW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Widmann Financial Services, Inc. on DOW, newest first. How the timeline and the estimate are built.

Widmann Financial Services, Inc. held 11,843 DOW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,843 shares
    Change vs previous 13F -240 shares

    0.17% of the 13F portfolio, value $324,015.

    13F-HR 0001906640-26-000003 filed by Widmann Financial Services, 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 12,083 shares
    Change vs previous 13F -66 shares

    0.3% of the 13F portfolio, value $503,236.

    13F-HR 0001906640-26-000002 filed by Widmann Financial Services, 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 12,149 shares
    Change vs previous 13F -481 shares

    0.17% of the 13F portfolio, value $284,032.

    13F-HR 0001906640-26-000001 filed by Widmann Financial Services, 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 12,630 shares
    Change vs previous 13F -389 shares

    0.18% of the 13F portfolio, value $289,594.

    13F-HR 0001906640-25-000005 filed by Widmann Financial Services, 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 13,019 shares
    Change vs previous 13F -910 shares

    0.24% of the 13F portfolio, value $344,739.

    13F-HR 0001906640-25-000002 filed by Widmann Financial Services, 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 13,929 shares
    Change vs previous 13F -803 shares

    0.38% of the 13F portfolio, value $486,395.

    13F-HR 0001356954-25-000004 filed by Widmann Financial Services, 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 14,732 shares
    Change vs previous 13F +500 shares

    0.46% of the 13F portfolio, value $591,202.

    13F-HR 0001906640-25-000001 filed by Widmann Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 14,232 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $777,503.

    13F-HR 0001906640-24-000005 filed by Widmann Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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