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Wells Trecaso Financial Group, LLC: VOOG position timeline

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

Wells Trecaso Financial Group, LLC held 2,741 VOOG 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 2,741 shares
    Change vs previous 13F -4,536 shares

    0.57% of the 13F portfolio, value $1,193,780.

    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 7,277 shares
    Change vs previous 13F +220 shares

    0.89% of the 13F portfolio, value $2,885,754.

    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 7,057 shares
    Change vs previous 13F -26 shares

    0.79% of the 13F portfolio, value $2,360,505.

    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 7,083 shares
    Change vs previous 13F +333 shares

    0.85% of the 13F portfolio, value $2,592,845.

    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 6,750 shares
    Change vs previous 13F +97 shares

    0.77% of the 13F portfolio, value $2,330,708.

    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 6,653 shares
    Change vs previous 13F +661 shares

    0.77% of the 13F portfolio, value $2,218,443.

    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 5,992 shares
    Change vs previous 13F +3,002 shares

    0.65% of the 13F portfolio, value $1,825,822.

    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 2,990 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $809,662.

    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).