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Wells Trecaso Financial Group, LLC: IWR position timeline

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

Wells Trecaso Financial Group, LLC held 12,929 IWR 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 12,929 shares
    Change vs previous 13F -12,094 shares

    0.59% of the 13F portfolio, value $1,248,312.

    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 25,023 shares
    Change vs previous 13F +2,687 shares

    0.71% of the 13F portfolio, value $2,301,361.

    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 22,336 shares
    Change vs previous 13F +4,468 shares

    0.63% of the 13F portfolio, value $1,900,102.

    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 17,868 shares
    Change vs previous 13F +2,324 shares

    0.52% of the 13F portfolio, value $1,579,566.

    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 15,544 shares
    Change vs previous 13F +1,289 shares

    0.45% of the 13F portfolio, value $1,370,064.

    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 14,255 shares
    Change vs previous 13F +2,456 shares

    0.4% of the 13F portfolio, value $1,155,810.

    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 11,799 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $992,193.

    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).