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Wells Trecaso Financial Group, LLC: VCSH position timeline

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

Wells Trecaso Financial Group, LLC held 19,128 VCSH 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 19,128 shares
    Change vs previous 13F -532 shares

    0.73% of the 13F portfolio, value $1,528,925.

    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 19,660 shares
    Change vs previous 13F +371 shares

    0.48% of the 13F portfolio, value $1,562,994.

    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 19,289 shares
    Change vs previous 13F +225 shares

    0.51% of the 13F portfolio, value $1,522,697.

    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 19,064 shares
    Change vs previous 13F -25 shares

    0.49% of the 13F portfolio, value $1,487,206.

    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 19,089 shares
    Change vs previous 13F +64 shares

    0.5% of the 13F portfolio, value $1,516,072.

    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 19,025 shares
    Change vs previous 13F +455 shares

    0.51% of the 13F portfolio, value $1,470,180.

    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 18,570 shares
    Change vs previous 13F -1,835 shares

    0.51% of the 13F portfolio, value $1,435,758.

    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 20,405 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,578,734.

    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).