Skip to content
Disclosery

Wells Trecaso Financial Group, LLC: VEA position timeline

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

Wells Trecaso Financial Group, LLC held 24,834 VEA 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 24,834 shares
    Change vs previous 13F -7,025 shares

    0.71% of the 13F portfolio, value $1,488,053.

    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 31,859 shares
    Change vs previous 13F +927 shares

    0.56% of the 13F portfolio, value $1,816,282.

    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 30,932 shares
    Change vs previous 13F -1,086 shares

    0.52% of the 13F portfolio, value $1,572,274.

    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 32,018 shares
    Change vs previous 13F -169 shares

    0.5% of the 13F portfolio, value $1,531,101.

    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 32,187 shares
    Change vs previous 13F -440 shares

    0.56% of the 13F portfolio, value $1,699,795.

    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 32,627 shares
    Change vs previous 13F -2 shares

    0.56% of the 13F portfolio, value $1,612,426.

    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 32,629 shares
    Change vs previous 13F +2,155 shares

    0.58% of the 13F portfolio, value $1,636,997.

    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 30,474 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,459,705.

    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).