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Wells Trecaso Financial Group, LLC: ACN position timeline

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

Wells Trecaso Financial Group, LLC held 7,893 ACN 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 7,893 shares
    Change vs previous 13F -5,638 shares

    0.93% of the 13F portfolio, value $1,946,297.

    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 13,531 shares
    Change vs previous 13F +592 shares

    1.25% of the 13F portfolio, value $4,044,196.

    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 12,939 shares
    Change vs previous 13F +565 shares

    1.35% of the 13F portfolio, value $4,037,503.

    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 12,374 shares
    Change vs previous 13F +205 shares

    1.42% of the 13F portfolio, value $4,353,069.

    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 12,169 shares
    Change vs previous 13F +309 shares

    1.42% of the 13F portfolio, value $4,301,451.

    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 11,860 shares
    Change vs previous 13F +210 shares

    1.24% of the 13F portfolio, value $3,598,447.

    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 11,650 shares
    Change vs previous 13F +1,002 shares

    1.43% of the 13F portfolio, value $4,037,930.

    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 10,648 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $3,736,509.

    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).