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Disclosery

Widmann Financial Services, Inc.: IWD position timeline

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

Widmann Financial Services, Inc. held 34,728 IWD 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 34,728 shares
    Change vs previous 13F +489 shares

    4.52% of the 13F portfolio, value $8,419,179.

    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 34,239 shares
    Change vs previous 13F -45 shares

    4.35% of the 13F portfolio, value $7,315,909.

    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 34,284 shares
    Change vs previous 13F +797 shares

    4.41% of the 13F portfolio, value $7,211,200.

    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 33,487 shares
    Change vs previous 13F +1,804 shares

    4.29% of the 13F portfolio, value $6,817,524.

    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 31,683 shares
    Change vs previous 13F +1,068 shares

    4.29% of the 13F portfolio, value $6,153,700.

    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 30,615 shares
    Change vs previous 13F +811 shares

    4.47% of the 13F portfolio, value $5,760,554.

    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 29,804 shares
    Change vs previous 13F +1,252 shares

    4.27% of the 13F portfolio, value $5,517,650.

    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 28,552 shares
    Change vs previous 13F not available

    4.1% of the 13F portfolio, value $5,419,205.

    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).