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Wells Trecaso Financial Group, LLC: IBM position timeline

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

Wells Trecaso Financial Group, LLC held 26,167 IBM 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 26,167 shares
    Change vs previous 13F -19,267 shares

    3.51% of the 13F portfolio, value $7,383,034.

    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 45,434 shares
    Change vs previous 13F +15 shares

    4.13% of the 13F portfolio, value $13,392,680.

    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 45,419 shares
    Change vs previous 13F +286 shares

    3.77% of the 13F portfolio, value $11,293,455.

    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 45,133 shares
    Change vs previous 13F +440 shares

    3.24% of the 13F portfolio, value $9,921,607.

    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 44,693 shares
    Change vs previous 13F +67 shares

    3.25% of the 13F portfolio, value $9,880,604.

    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 44,626 shares
    Change vs previous 13F +44 shares

    2.67% of the 13F portfolio, value $7,717,895.

    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 44,582 shares
    Change vs previous 13F +1,214 shares

    3.01% of the 13F portfolio, value $8,513,294.

    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 43,368 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $7,092,905.

    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).