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Disclosery

Widmann Financial Services, Inc.: IWS position timeline

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

Widmann Financial Services, Inc. held 29,787 IWS 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 29,787 shares
    Change vs previous 13F +2,103 shares

    2.63% of the 13F portfolio, value $4,902,937.

    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 27,684 shares
    Change vs previous 13F +411 shares

    2.4% of the 13F portfolio, value $4,034,653.

    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 27,273 shares
    Change vs previous 13F +1,137 shares

    2.35% of the 13F portfolio, value $3,846,915.

    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 26,136 shares
    Change vs previous 13F +1,625 shares

    2.3% of the 13F portfolio, value $3,650,473.

    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 24,511 shares
    Change vs previous 13F +1,092 shares

    2.26% of the 13F portfolio, value $3,238,938.

    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 23,419 shares
    Change vs previous 13F +681 shares

    2.29% of the 13F portfolio, value $2,950,143.

    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 22,738 shares
    Change vs previous 13F +7,761 shares

    2.28% of the 13F portfolio, value $2,940,986.

    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 14,977 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $1,980,763.

    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).