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Wells Trecaso Financial Group, LLC: RTX position timeline

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

Wells Trecaso Financial Group, LLC held 37,054 RTX 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 37,054 shares
    Change vs previous 13F -26,792 shares

    2.95% of the 13F portfolio, value $6,199,691.

    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 63,846 shares
    Change vs previous 13F -374 shares

    2.88% of the 13F portfolio, value $9,322,641.

    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 64,220 shares
    Change vs previous 13F +949 shares

    2.84% of the 13F portfolio, value $8,506,386.

    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 63,271 shares
    Change vs previous 13F +29 shares

    2.39% of the 13F portfolio, value $7,321,612.

    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 63,242 shares
    Change vs previous 13F +182 shares

    2.52% of the 13F portfolio, value $7,662,264.

    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 63,060 shares
    Change vs previous 13F +276 shares

    2.19% of the 13F portfolio, value $6,330,654.

    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 62,784 shares
    Change vs previous 13F +2,028 shares

    2.16% of the 13F portfolio, value $6,123,322.

    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 60,756 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $5,112,028.

    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).