Ownership history in Widmann Financial Services, Inc. · 7 quarters on record
This page tracks every 13F SEC filing in which Widmann Financial Services, Inc. reported a position in Tesla Inc (TSLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 5,247 | -7 | -0.1% | 1.44% | $2.4M | $449.72 |
| 2025 Q3 | ADDED | 5,254 | +7 | +0.1% | 1.47% | $2.3M | $444.72 |
| 2025 Q2 | ADDED | 5,247 | +19 | +0.4% | 1.16% | $1.7M | $317.66 |
| 2025 Q1 | REDUCED | 5,228 | -10,992 | -67.8% | 1.05% | $1.4M | $259.16 |
| 2024 Q4 | REDUCED | 16,220 | -1,548 | -8.7% | 5.07% | $6.6M | $403.84 |
| 2024 Q3 | ADDED | 17,768 | +16,838 | +1810.5% | 3.52% | $4.6M | $261.63 |
| 2021 Q4 | INITIATED | 930 | — | — | 0.81% | $982K | $352.26 |
As of 2025 Q4 — sorted by position size