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Wells Trecaso Financial Group, LLC: VWO position timeline

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

Wells Trecaso Financial Group, LLC held 35,531 VWO 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 35,531 shares
    Change vs previous 13F -25,872 shares

    0.92% of the 13F portfolio, value $1,925,068.

    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 61,403 shares
    Change vs previous 13F +4,549 shares

    0.94% of the 13F portfolio, value $3,036,979.

    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 56,854 shares
    Change vs previous 13F -506 shares

    0.86% of the 13F portfolio, value $2,573,194.

    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 57,360 shares
    Change vs previous 13F +1,402 shares

    0.83% of the 13F portfolio, value $2,526,114.

    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 55,958 shares
    Change vs previous 13F +674 shares

    0.88% of the 13F portfolio, value $2,677,605.

    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 55,284 shares
    Change vs previous 13F +3,049 shares

    0.84% of the 13F portfolio, value $2,419,241.

    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 52,235 shares
    Change vs previous 13F +20,793 shares

    0.77% of the 13F portfolio, value $2,181,868.

    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 31,442 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,292,278.

    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).