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Disclosery

Wells Trecaso Financial Group, LLC: IWF position timeline

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

Wells Trecaso Financial Group, LLC held 0 IWF shares at 2024-09-30 per its 13F-HR filed 2024-10-25.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -549 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F 549 shares
    Change vs previous 13F -175 shares

    0.07% of the 13F portfolio, value $200,116.

    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).

  3. period ended2024-03-31
    13F 724 shares
    Change vs previous 13F -100 shares

    0.09% of the 13F portfolio, value $244,024.

    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).

  4. period ended2023-12-31
    13F 824 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $249,812.

    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).