Skip to content
Disclosery

Wells Trecaso Financial Group, LLC: VBR position timeline

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

Wells Trecaso Financial Group, LLC held 11,737 VBR 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 11,737 shares
    Change vs previous 13F -3,137 shares

    1.16% of the 13F portfolio, value $2,449,660.

    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 14,874 shares
    Change vs previous 13F -35 shares

    0.9% of the 13F portfolio, value $2,900,637.

    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 14,909 shares
    Change vs previous 13F -176 shares

    0.93% of the 13F portfolio, value $2,777,453.

    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 15,085 shares
    Change vs previous 13F +227 shares

    0.98% of the 13F portfolio, value $2,989,570.

    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 14,858 shares
    Change vs previous 13F +157 shares

    0.98% of the 13F portfolio, value $2,983,201.

    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 14,701 shares
    Change vs previous 13F -2 shares

    0.93% of the 13F portfolio, value $2,683,237.

    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 14,703 shares
    Change vs previous 13F +90 shares

    1% of the 13F portfolio, value $2,821,223.

    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 14,613 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,629,913.

    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).