Wells Trecaso Financial Group, LLC

Business address
3560 West Market Street, Suite 340, Akron, OH, 44333
Top securities (13F)
AAPL, MSFT, JPM, ETN, GOOGL, GS, PANW, PWR, IBM, RTX, V, IEFA, JNJ, PG, MCK, HD, CAT, XOM, UNP, and CRM
State of incorporation
DE
Fiscal year end
31 December
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Wells Trecaso Financial Group, LLC has filed 33 SEC EDGAR filings since 23 Apr 2018

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 05 Nov 2025 30 Sep 2025 028-18726
13F-HR Open Document Open Filing 22 Jul 2025 30 Jun 2025 028-18726
13F-HR Open Document Open Filing 18 Apr 2025 31 Mar 2025 028-18726
13F-HR Open Document Open Filing 21 Jan 2025 31 Dec 2024 028-18726
13F-HR Open Document Open Filing 25 Oct 2024 30 Sep 2024 028-18726
N-PX Open Document Open Filing 27 Aug 2024 30 Jun 2024 028-18726
13F-HR Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-18726
13F-HR Open Document Open Filing 24 Apr 2024 31 Mar 2024 028-18726
13F-HR Open Document Open Filing 19 Jan 2024 31 Dec 2023 028-18726
13F-HR Open Document Open Filing 24 Oct 2023 30 Sep 2023 028-18726
13F-HR Open Document Open Filing 20 Jul 2023 30 Jun 2023 028-18726
13F-HR Open Document Open Filing 20 Apr 2023 31 Mar 2023 028-18726
13F-HR Open Document Open Filing 27 Jan 2023 31 Dec 2022 028-18726
13F-HR Open Document Open Filing 24 Oct 2022 30 Sep 2022 028-18726
13F-HR Open Document Open Filing 27 Jul 2022 30 Jun 2022 028-18726
13F-HR Open Document Open Filing 14 Apr 2022 31 Mar 2022 028-18726
13F-HR Open Document Open Filing 31 Jan 2022 31 Dec 2021 028-18726
13F-HR Open Document Open Filing 09 Nov 2021 30 Sep 2021 028-18726
13F-HR Open Document Open Filing 29 Jul 2021 30 Jun 2021 028-18726
13F-HR Open Document Open Filing 19 Apr 2021 31 Mar 2021 028-18726
13F-HR Open Document Open Filing 04 Feb 2021 31 Dec 2020 028-18726
13F-HR Open Document Open Filing 26 Oct 2020 30 Sep 2020 028-18726
13F-HR Open Document Open Filing 21 Jul 2020 30 Jun 2020 028-18726
13F-HR Open Document Open Filing 17 Apr 2020 31 Mar 2020 028-18726
13F-HR Open Document Open Filing 31 Jan 2020 31 Dec 2019 028-18726
13F-HR Open Document Open Filing 16 Oct 2019 30 Sep 2019 028-18726
13F-HR Open Document Open Filing 22 Jul 2019 30 Jun 2019 028-18726
13F-HR Open Document Open Filing 18 Apr 2019 31 Mar 2019 028-18726
13F-HR Open Document Open Filing 28 Jan 2019 31 Dec 2018 028-18726
13F-HR Open Document Open Filing 22 Oct 2018 30 Sep 2018 028-18726
13F-HR Open Document Open Filing 25 Jul 2018 30 Jun 2018 028-18726
13F-HR Open Document Open Filing 23 Apr 2018 31 Mar 2018 028-18726
13F-HR Open Document Open Filing 23 Apr 2018 31 Dec 2017 028-18726