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Wells Trecaso Financial Group, LLC: NVDA position timeline

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

Wells Trecaso Financial Group, LLC held 8,999 NVDA 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 8,999 shares
    Change vs previous 13F -2,890 shares

    0.8% of the 13F portfolio, value $1,679,033.

    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 11,889 shares
    Change vs previous 13F +1,152 shares

    0.58% of the 13F portfolio, value $1,878,343.

    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 10,737 shares
    Change vs previous 13F +116 shares

    0.39% of the 13F portfolio, value $1,163,676.

    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 10,621 shares
    Change vs previous 13F -121 shares

    0.47% of the 13F portfolio, value $1,426,294.

    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 10,742 shares
    Change vs previous 13F +419 shares

    0.43% of the 13F portfolio, value $1,304,508.

    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 10,323 shares
    Change vs previous 13F +9,308 shares

    0.44% of the 13F portfolio, value $1,275,304.

    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 1,015 shares
    Change vs previous 13F -102 shares

    0.32% of the 13F portfolio, value $917,113.

    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 1,117 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $553,161.

    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).