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Wells Trecaso Financial Group, LLC: MSFT position timeline

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

Wells Trecaso Financial Group, LLC held 28,171 MSFT 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 28,171 shares
    Change vs previous 13F -18,458 shares

    6.94% of the 13F portfolio, value $14,591,161.

    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 46,629 shares
    Change vs previous 13F -426 shares

    7.16% of the 13F portfolio, value $23,193,519.

    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 47,055 shares
    Change vs previous 13F +317 shares

    5.89% of the 13F portfolio, value $17,664,189.

    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 46,738 shares
    Change vs previous 13F -806 shares

    6.44% of the 13F portfolio, value $19,700,449.

    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 47,544 shares
    Change vs previous 13F -4 shares

    6.73% of the 13F portfolio, value $20,457,941.

    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 47,548 shares
    Change vs previous 13F -343 shares

    7.35% of the 13F portfolio, value $21,251,840.

    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 47,891 shares
    Change vs previous 13F -446 shares

    7.12% of the 13F portfolio, value $20,148,618.

    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 48,337 shares
    Change vs previous 13F not available

    7.33% of the 13F portfolio, value $18,176,426.

    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).