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Disclosery

Widmann Financial Services, Inc.: IWF position timeline

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

Widmann Financial Services, Inc. held 58,788 IWF 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 58,788 shares
    Change vs previous 13F +44,641 shares

    3.91% of the 13F portfolio, value $7,299,756.

    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 14,147 shares
    Change vs previous 13F +1 shares

    3.59% of the 13F portfolio, value $6,032,111.

    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 14,146 shares
    Change vs previous 13F +146 shares

    4.1% of the 13F portfolio, value $6,695,232.

    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 14,000 shares
    Change vs previous 13F +602 shares

    4.12% of the 13F portfolio, value $6,557,671.

    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 13,398 shares
    Change vs previous 13F +525 shares

    3.97% of the 13F portfolio, value $5,688,460.

    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 12,873 shares
    Change vs previous 13F +336 shares

    3.61% of the 13F portfolio, value $4,648,186.

    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 12,537 shares
    Change vs previous 13F -234 shares

    3.9% of the 13F portfolio, value $5,034,469.

    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 12,771 shares
    Change vs previous 13F not available

    3.63% of the 13F portfolio, value $4,793,847.

    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).