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Wells Trecaso Financial Group, LLC: CRM position timeline

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

Wells Trecaso Financial Group, LLC held 13,970 CRM 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 13,970 shares
    Change vs previous 13F -8,698 shares

    1.57% of the 13F portfolio, value $3,311,203.

    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 22,668 shares
    Change vs previous 13F +1,023 shares

    1.91% of the 13F portfolio, value $6,181,386.

    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 21,645 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $5,808,721.

    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).