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Wells Trecaso Financial Group, LLC: BMY position timeline

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

Wells Trecaso Financial Group, LLC held 18,889 BMY 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 18,889 shares
    Change vs previous 13F -21,602 shares

    0.4% of the 13F portfolio, value $851,877.

    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 40,491 shares
    Change vs previous 13F -1,624 shares

    0.58% of the 13F portfolio, value $1,874,325.

    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 42,115 shares
    Change vs previous 13F -142 shares

    0.86% of the 13F portfolio, value $2,568,576.

    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 42,257 shares
    Change vs previous 13F -1,730 shares

    0.78% of the 13F portfolio, value $2,390,061.

    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 43,987 shares
    Change vs previous 13F -1,745 shares

    0.75% of the 13F portfolio, value $2,275,896.

    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 45,732 shares
    Change vs previous 13F -1,915 shares

    0.66% of the 13F portfolio, value $1,899,257.

    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 47,647 shares
    Change vs previous 13F -4,536 shares

    0.91% of the 13F portfolio, value $2,583,906.

    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 52,183 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $2,677,518.

    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).