• 13F History

Widmann Financial Services, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$129M
Signature - Title
Jordan Green - Counsel
Location
Bowie, MD
Summary
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. Widmann Financial Services, Inc. reported 99 stock holdings with total value $129M as of Q4 2024. Top holdings included IEFA, AAPL, MSFT, TSLA, and AVUV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 99 $129M +$3.28M -$4.71M -$1.43M IEFA, AAPL, MSFT, TSLA, AVUV 13F-HR 2/14/2025, 04:58 PM
Q3 2024 101 $132M +$7.4M -$6.66M +$743K IEFA, MSFT, AAPL, AVUV, IWD 13F-HR 11/14/2024, 05:09 PM
Q2 2024 134 $123M +$6.59M -$1.63M +$4.96M IEFA, MSFT, AAPL, AVUV, IWD 13F-HR 8/14/2024, 05:18 PM
Q1 2024 96 $119M +$2.94M -$1.69M +$1.25M IEFA, MSFT, AVUV, IWD, AAPL 13F-HR 5/14/2024, 01:14 PM
Q4 2023 94 $111M +$3.49M -$2.44M +$1.05M IEFA, MSFT, AAPL, AVUV, IWD 13F-HR 2/13/2024, 01:33 PM
Q3 2023 88 $100M +$6.44M -$5.08M +$1.36M IEFA, AAPL, MSFT, IWD, AVUV 13F-HR 11/6/2023, 03:09 PM
Q2 2023 87 $105M +$2.7M -$644K +$2.06M IEFA, AAPL, MSFT, IWN, IWD 13F-HR 8/4/2023, 01:27 PM
Q1 2023 80 $99.2M +$1.55M -$417K +$1.13M IEFA, AAPL, MSFT, IWN, IWD 13F-HR 5/9/2023, 05:01 PM
Q4 2022 81 $95.5M +$2.78M -$3.87M -$1.09M IEFA, IWN, AAPL, MSFT, IWD 13F-HR 2/6/2023, 11:39 AM
Q3 2022 80 $90.3M +$2.62M -$1.04M +$1.58M IEFA, AAPL, IWN, MSFT, IWD 13F-HR 11/14/2022, 08:48 AM
Q2 2022 82 $96.6M +$3.6M -$4.04M -$437K IEFA, AAPL, MSFT, IWN, IWD 13F-HR 8/1/2022, 10:45 AM
Q1 2022 86 $113M +$10.2M -$889K +$9.26M CSX, IEFA, AAPL, MSFT, IWN 13F-HR 5/3/2022, 06:59 PM
Q4 2021 416 $121M IEFA, AAPL, MSFT, IWN, IWD 13F-HR 1/28/2022, 03:29 PM