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Wells Trecaso Financial Group, LLC: DIS position timeline

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

Wells Trecaso Financial Group, LLC held 24,927 DIS 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 24,927 shares
    Change vs previous 13F -19,643 shares

    1.36% of the 13F portfolio, value $2,854,199.

    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 44,570 shares
    Change vs previous 13F +835 shares

    1.71% of the 13F portfolio, value $5,526,991.

    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 43,735 shares
    Change vs previous 13F +436 shares

    1.44% of the 13F portfolio, value $4,316,607.

    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 43,299 shares
    Change vs previous 13F +408 shares

    1.58% of the 13F portfolio, value $4,821,300.

    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 42,891 shares
    Change vs previous 13F +135 shares

    1.36% of the 13F portfolio, value $4,125,678.

    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 42,756 shares
    Change vs previous 13F +601 shares

    1.47% of the 13F portfolio, value $4,245,542.

    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 42,155 shares
    Change vs previous 13F +1,790 shares

    1.82% of the 13F portfolio, value $5,157,960.

    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 40,365 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $3,644,576.

    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).