Skip to content

Widmann Financial Services, Inc.: IRM position timeline

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

Widmann Financial Services, Inc. held 11,925 IRM 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 11,925 shares
    Change vs previous 13F -200 shares

    0.81% of the 13F portfolio, value $1,506,248.

    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 12,125 shares
    Change vs previous 13F +15 shares

    0.74% of the 13F portfolio, value $1,238,449.

    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 12,110 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $1,004,526.

    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 12,110 shares
    Change vs previous 13F -84 shares

    0.78% of the 13F portfolio, value $1,234,495.

    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 12,194 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $1,250,740.

    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 12,194 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $1,049,173.

    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 12,194 shares
    Change vs previous 13F -1,170 shares

    0.99% of the 13F portfolio, value $1,281,713.

    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 13,364 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $1,588,046.

    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).