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Wells Trecaso Financial Group, LLC: CMC position timeline

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

Wells Trecaso Financial Group, LLC held 0 CMC shares at 2025-06-30 per its 13F-HR filed 2025-07-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -112,795 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 112,795 shares
    Change vs previous 13F -645 shares

    1.73% of the 13F portfolio, value $5,189,698.

    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).

  3. period ended2024-12-31
    13F 113,440 shares
    Change vs previous 13F -2,330 shares

    1.84% of the 13F portfolio, value $5,626,624.

    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).

  4. period ended2024-09-30
    13F 115,770 shares
    Change vs previous 13F -2,020 shares

    2.09% of the 13F portfolio, value $6,362,719.

    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).

  5. period ended2024-06-30
    13F 117,790 shares
    Change vs previous 13F -1,210 shares

    2.24% of the 13F portfolio, value $6,477,272.

    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).

  6. period ended2024-03-31
    13F 119,000 shares
    Change vs previous 13F +629 shares

    2.47% of the 13F portfolio, value $6,993,630.

    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).

  7. period ended2023-12-31
    13F 118,371 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $5,923,285.

    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).