Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 11 | Q2 2024 | 6.5% |
MICROSOFT CORP | 11 | Q2 2024 | 6.1% |
APPLE INC | 11 | Q2 2024 | 5.9% |
ISHARES TR | 11 | Q2 2024 | 4.2% |
ISHARES TR | 11 | Q2 2024 | 3.9% |
ISHARES TR | 11 | Q2 2024 | 4.7% |
ISHARES TR | 11 | Q2 2024 | 3.3% |
ISHARES TR | 11 | Q2 2024 | 3.0% |
EXXON MOBIL CORP | 11 | Q2 2024 | 3.6% |
MCDONALDS CORP | 11 | Q2 2024 | 3.0% |
View Widmann Financial Services, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-28 |
13F-HR | 2024-08-14 |
13F-HR | 2024-05-14 |
13F-HR | 2024-02-13 |
13F-HR | 2023-11-06 |
13F-HR | 2023-08-04 |
13F-HR | 2023-05-09 |
13F-HR | 2023-02-06 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-01 |
View Widmann Financial Services, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.