Wells Trecaso Financial Group, LLC

Entity
Company
Business address
3560 West Market Street, Suite 340, 44333 Akron, OH
Phone
3307527951
State of incorporation
DE
Fiscal year end
December 31
Signature 13F
CHRISTOPHER WALTERS - CHIEF COMPLIANCE OFFICER
All SEC filings
View on sec.gov
Wells Trecaso Financial Group, LLC has filed 32 SEC EDGAR filings since 4/23/2018

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Jul 22, 2025 Jun 30, 2025 028-18726
13F-HR Open Document Open Filing Apr 18, 2025 Mar 31, 2025 028-18726
13F-HR Open Document Open Filing Jan 21, 2025 Dec 31, 2024 028-18726
13F-HR Open Document Open Filing Oct 25, 2024 Sep 30, 2024 028-18726
N-PX Open Document Open Filing Aug 27, 2024 Jun 30, 2024 028-18726
13F-HR Open Document Open Filing Aug 13, 2024 Jun 30, 2024 028-18726
13F-HR Open Document Open Filing Apr 24, 2024 Mar 31, 2024 028-18726
13F-HR Open Document Open Filing Jan 19, 2024 Dec 31, 2023 028-18726
13F-HR Open Document Open Filing Oct 24, 2023 Sep 30, 2023 028-18726
13F-HR Open Document Open Filing Jul 20, 2023 Jun 30, 2023 028-18726
13F-HR Open Document Open Filing Apr 20, 2023 Mar 31, 2023 028-18726
13F-HR Open Document Open Filing Jan 27, 2023 Dec 31, 2022 028-18726
13F-HR Open Document Open Filing Oct 24, 2022 Sep 30, 2022 028-18726
13F-HR Open Document Open Filing Jul 27, 2022 Jun 30, 2022 028-18726
13F-HR Open Document Open Filing Apr 14, 2022 Mar 31, 2022 028-18726
13F-HR Open Document Open Filing Jan 31, 2022 Dec 31, 2021 028-18726
13F-HR Open Document Open Filing Nov 9, 2021 Sep 30, 2021 028-18726
13F-HR Open Document Open Filing Jul 29, 2021 Jun 30, 2021 028-18726
13F-HR Open Document Open Filing Apr 19, 2021 Mar 31, 2021 028-18726
13F-HR Open Document Open Filing Feb 4, 2021 Dec 31, 2020 028-18726
13F-HR Open Document Open Filing Oct 26, 2020 Sep 30, 2020 028-18726
13F-HR Open Document Open Filing Jul 21, 2020 Jun 30, 2020 028-18726
13F-HR Open Document Open Filing Apr 17, 2020 Mar 31, 2020 028-18726
13F-HR Open Document Open Filing Jan 31, 2020 Dec 31, 2019 028-18726
13F-HR Open Document Open Filing Oct 16, 2019 Sep 30, 2019 028-18726
13F-HR Open Document Open Filing Jul 22, 2019 Jun 30, 2019 028-18726
13F-HR Open Document Open Filing Apr 18, 2019 Mar 31, 2019 028-18726
13F-HR Open Document Open Filing Jan 28, 2019 Dec 31, 2018 028-18726
13F-HR Open Document Open Filing Oct 22, 2018 Sep 30, 2018 028-18726
13F-HR Open Document Open Filing Jul 25, 2018 Jun 30, 2018 028-18726
13F-HR Open Document Open Filing Apr 23, 2018 Mar 31, 2018 028-18726
13F-HR Open Document Open Filing Apr 23, 2018 Dec 31, 2017 028-18726