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Wells Trecaso Financial Group, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wells Trecaso Financial Group, LLC on AAPL, newest first. How the timeline and the estimate are built.

Wells Trecaso Financial Group, LLC held 64,634 AAPL shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 64,634 shares
    Change vs previous 13F -49,855 shares

    7.82% of the 13F portfolio, value $16,457,857.

    13F-HR 0001737987-25-000002 filed by Wells Trecaso Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 114,489 shares
    Change vs previous 13F -220 shares

    7.25% of the 13F portfolio, value $23,489,326.

    13F-HR 0001221073-25-000061 filed by Wells Trecaso Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 114,709 shares
    Change vs previous 13F -446 shares

    8.5% of the 13F portfolio, value $25,479,863.

    13F-HR 0001221073-25-000040 filed by Wells Trecaso Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 115,155 shares
    Change vs previous 13F -3,003 shares

    9.43% of the 13F portfolio, value $28,837,344.

    13F-HR 0001221073-25-000002 filed by Wells Trecaso Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 118,158 shares
    Change vs previous 13F -571 shares

    9.06% of the 13F portfolio, value $27,530,104.

    13F-HR 0001221073-24-000091 filed by Wells Trecaso Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 118,729 shares
    Change vs previous 13F -715 shares

    8.65% of the 13F portfolio, value $25,007,214.

    13F-HR 0001221073-24-000062 filed by Wells Trecaso Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 119,444 shares
    Change vs previous 13F -9 shares

    7.24% of the 13F portfolio, value $20,482,600.

    13F-HR 0001221073-24-000029 filed by Wells Trecaso Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 119,453 shares
    Change vs previous 13F not available

    9.27% of the 13F portfolio, value $22,998,536.

    13F-HR 0001221073-24-000003 filed by Wells Trecaso Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).