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Wells Trecaso Financial Group, LLC: IEFA position timeline

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

Wells Trecaso Financial Group, LLC held 65,329 IEFA 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 65,329 shares
    Change vs previous 13F -52,595 shares

    2.71% of the 13F portfolio, value $5,703,885.

    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 117,924 shares
    Change vs previous 13F +5,177 shares

    3.04% of the 13F portfolio, value $9,844,305.

    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 112,747 shares
    Change vs previous 13F -975 shares

    2.84% of the 13F portfolio, value $8,529,315.

    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 113,722 shares
    Change vs previous 13F +1,539 shares

    2.61% of the 13F portfolio, value $7,992,387.

    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 112,183 shares
    Change vs previous 13F +503 shares

    2.88% of the 13F portfolio, value $8,755,883.

    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 111,680 shares
    Change vs previous 13F +2,713 shares

    2.81% of the 13F portfolio, value $8,112,435.

    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 108,967 shares
    Change vs previous 13F +90,691 shares

    2.86% of the 13F portfolio, value $8,087,531.

    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 18,276 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,285,717.

    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).