Wells Trecaso Financial Group, LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Akron, OH
CIK
0001737987
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 88 215,971 13F-HR 4/20/2023 000122107323000031 Wells Trecaso Financial Group, LLC
Q4 2022 90 200,247 13F-HR 1/27/2023 000122107323000015 Wells Trecaso Financial Group, LLC
Q3 2022 84 182,222 13F-HR 10/24/2022 000122107322000076 Wells Trecaso Financial Group, LLC
Q2 2022 83 192,969 13F-HR 7/27/2022 000122107322000059 Wells Trecaso Financial Group, LLC
Q1 2022 95 224,514 13F-HR 4/14/2022 000122107322000026 Wells Trecaso Financial Group, LLC
Q4 2021 97 230,047 13F-HR 1/31/2022 000122107322000008 Wells Trecaso Financial Group, LLC
Q3 2021 96 209,697 13F-HR 11/8/2021 000122107321000113 Wells Trecaso Financial Group, LLC
Q2 2021 93 207,963 13F-HR 7/29/2021 000122107321000073 Wells Trecaso Financial Group, LLC
Q1 2021 86 189,622 13F-HR 4/19/2021 000122107321000044 Wells Trecaso Financial Group, LLC
Q4 2020 85 179,699 13F-HR 2/4/2021 000122107321000013 Wells Trecaso Financial Group, LLC
Q3 2020 72 156,698 13F-HR 10/26/2020 000122107320000135 Wells Trecaso Financial Group, LLC
Q2 2020 81 144,997 13F-HR 7/21/2020 000122107320000115 Wells Trecaso Financial Group, LLC
Q1 2020 66 112,324 13F-HR 4/17/2020 000122107320000056 Wells Trecaso Financial Group, LLC
Q4 2019 71 138,374 13F-HR 1/31/2020 000122107320000015 Wells Trecaso Financial Group, LLC
Q3 2019 69 125,527 13F-HR 10/16/2019 000122107319000100 Wells Trecaso Financial Group, LLC
Q2 2019 70 121,619 13F-HR 7/22/2019 000122107319000073 Wells Trecaso Financial Group, LLC
Q1 2019 72 119,070 13F-HR 4/18/2019 000122107319000041 Wells Trecaso Financial Group, LLC
Q4 2018 68 104,637 13F-HR 1/28/2019 000122107319000008 Wells Trecaso Financial Group, LLC
Q3 2018 75 120,505 13F-HR 10/22/2018 000122107318000067 Wells Trecaso Financial Group, LLC
Q2 2018 68 106,678 13F-HR 7/25/2018 000122107318000046 Wells Trecaso Financial Group, LLC
Q1 2018 65 105,069 13F-HR 4/23/2018 000122107318000022 Wells Trecaso Financial Group, LLC
Q4 2017 65 102,140 13F-HR 4/23/2018 000122107318000021 Wells Trecaso Financial Group, LLC