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Wells Trecaso Financial Group, LLC: FDX position timeline

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

Wells Trecaso Financial Group, LLC held 12,748 FDX 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 12,748 shares
    Change vs previous 13F -9,710 shares

    1.43% of the 13F portfolio, value $3,006,107.

    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 22,458 shares
    Change vs previous 13F -22 shares

    1.58% of the 13F portfolio, value $5,104,893.

    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 22,480 shares
    Change vs previous 13F +240 shares

    1.83% of the 13F portfolio, value $5,480,163.

    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 22,240 shares
    Change vs previous 13F -268 shares

    2.05% of the 13F portfolio, value $6,256,761.

    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 22,508 shares
    Change vs previous 13F +58 shares

    2.03% of the 13F portfolio, value $6,159,756.

    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 22,450 shares
    Change vs previous 13F +107 shares

    2.33% of the 13F portfolio, value $6,731,246.

    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 22,343 shares
    Change vs previous 13F +425 shares

    2.29% of the 13F portfolio, value $6,473,599.

    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 21,918 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $5,544,648.

    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).