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Wells Trecaso Financial Group, LLC: PANW position timeline

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

Wells Trecaso Financial Group, LLC held 43,971 PANW 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 43,971 shares
    Change vs previous 13F -29,014 shares

    4.26% of the 13F portfolio, value $8,953,434.

    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 72,985 shares
    Change vs previous 13F -122 shares

    4.61% of the 13F portfolio, value $14,935,268.

    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 73,107 shares
    Change vs previous 13F +332 shares

    4.16% of the 13F portfolio, value $12,475,212.

    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 72,775 shares
    Change vs previous 13F +35,550 shares

    4.33% of the 13F portfolio, value $13,242,453.

    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 37,225 shares
    Change vs previous 13F -981 shares

    4.19% of the 13F portfolio, value $12,723,131.

    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 38,206 shares
    Change vs previous 13F -392 shares

    4.48% of the 13F portfolio, value $12,952,355.

    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 38,598 shares
    Change vs previous 13F +380 shares

    3.87% of the 13F portfolio, value $10,966,742.

    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 38,218 shares
    Change vs previous 13F not available

    4.54% of the 13F portfolio, value $11,269,809.

    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).