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Wells Trecaso Financial Group, LLC: JMEE position timeline

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

Wells Trecaso Financial Group, LLC held 11,278 JMEE 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 11,278 shares
    Change vs previous 13F -14,786 shares

    0.34% of the 13F portfolio, value $715,351.

    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 26,064 shares
    Change vs previous 13F +1,341 shares

    0.48% of the 13F portfolio, value $1,543,237.

    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 24,723 shares
    Change vs previous 13F +5,699 shares

    0.46% of the 13F portfolio, value $1,383,982.

    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 19,024 shares
    Change vs previous 13F +2,805 shares

    0.38% of the 13F portfolio, value $1,150,369.

    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 16,219 shares
    Change vs previous 13F +1,594 shares

    0.33% of the 13F portfolio, value $988,710.

    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 14,625 shares
    Change vs previous 13F +3,074 shares

    0.29% of the 13F portfolio, value $828,360.

    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 11,551 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $676,080.

    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).