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Wells Trecaso Financial Group, LLC: BIV position timeline

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

Wells Trecaso Financial Group, LLC held 21,314 BIV 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 21,314 shares
    Change vs previous 13F -8,698 shares

    0.79% of the 13F portfolio, value $1,664,450.

    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 30,012 shares
    Change vs previous 13F +801 shares

    0.72% of the 13F portfolio, value $2,321,050.

    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 29,211 shares
    Change vs previous 13F +3,076 shares

    0.75% of the 13F portfolio, value $2,236,649.

    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 26,135 shares
    Change vs previous 13F +4,461 shares

    0.64% of the 13F portfolio, value $1,953,114.

    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 21,674 shares
    Change vs previous 13F +887 shares

    0.56% of the 13F portfolio, value $1,698,677.

    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 20,787 shares
    Change vs previous 13F +2,957 shares

    0.54% of the 13F portfolio, value $1,556,860.

    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 17,830 shares
    Change vs previous 13F +2,545 shares

    0.47% of the 13F portfolio, value $1,344,382.

    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 15,285 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,167,468.

    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).