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Disclosery

Widmann Financial Services, Inc.: IWP position timeline

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

Widmann Financial Services, Inc. held 35,390 IWP 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 35,390 shares
    Change vs previous 13F +1,009 shares

    2.78% of the 13F portfolio, value $5,181,442.

    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 34,381 shares
    Change vs previous 13F +985 shares

    2.62% of the 13F portfolio, value $4,404,887.

    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 33,396 shares
    Change vs previous 13F +1,480 shares

    2.8% of the 13F portfolio, value $4,573,241.

    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 31,916 shares
    Change vs previous 13F +768 shares

    2.86% of the 13F portfolio, value $4,545,150.

    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 31,148 shares
    Change vs previous 13F +1,242 shares

    3.01% of the 13F portfolio, value $4,319,597.

    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 29,906 shares
    Change vs previous 13F +884 shares

    2.73% of the 13F portfolio, value $3,513,610.

    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 29,022 shares
    Change vs previous 13F -5,995 shares

    2.85% of the 13F portfolio, value $3,678,488.

    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 35,017 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $4,107,098.

    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).