Current Market Value 143,414,397
Current Holdings 108
Most Recent File Date 2025-08-14
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Widmann Financial Services, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-14 2025-06-30 13F-HR 108 143,414
2025-05-14 2025-03-31 13F-HR 104 128,734
2025-02-14 2024-12-31 13F-HR 99 129,218
2024-11-14 2024-09-30 13F-HR 101 132,077
2024-08-14 2024-06-30 13F-HR 134 122,930
2024-05-14 2024-03-31 13F-HR 96 119,047
2024-02-13 2023-12-31 13F-HR 94 111,034
2023-11-06 2023-09-30 13F-HR 84 100,376
2023-08-04 2023-06-30 13F-HR 87 104,546
2023-05-09 2023-03-31 13F-HR 80 99,208
2023-02-06 2022-12-31 13F-HR 81 95,517
2022-11-14 2022-09-30 13F-HR 80 90,273,180
2022-08-01 2022-06-30 13F-HR 82 96,644
2022-05-04 2022-03-31 13F-HR 86 112,860
2022-01-28 2021-12-31 13F-HR 503 121,336