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Wells Trecaso Financial Group, LLC: PG position timeline

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

Wells Trecaso Financial Group, LLC held 34,517 PG 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 34,517 shares
    Change vs previous 13F -26,262 shares

    2.52% of the 13F portfolio, value $5,303,453.

    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 60,779 shares
    Change vs previous 13F -97 shares

    2.99% of the 13F portfolio, value $9,683,371.

    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 60,876 shares
    Change vs previous 13F +938 shares

    3.46% of the 13F portfolio, value $10,374,186.

    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 59,938 shares
    Change vs previous 13F -92 shares

    3.28% of the 13F portfolio, value $10,048,620.

    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 60,030 shares
    Change vs previous 13F +234 shares

    3.42% of the 13F portfolio, value $10,397,268.

    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 59,796 shares
    Change vs previous 13F +522 shares

    3.41% of the 13F portfolio, value $9,861,729.

    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 59,274 shares
    Change vs previous 13F +1,415 shares

    3.4% of the 13F portfolio, value $9,617,220.

    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 57,859 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $8,478,499.

    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).