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Fragasso Financial Advisors Inc: BOCT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fragasso Financial Advisors Inc on BOCT, newest first. How the timeline and the estimate are built.

Fragasso Financial Advisors Inc held 60,083 BOCT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 60,083 shares
    Change vs previous 13F -3,424 shares

    0.17% of the 13F portfolio, value $3,357,138.

    13F-HR 0001613331-26-000005 filed by Fragasso Financial Advisors Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 63,507 shares
    Change vs previous 13F -1,882 shares

    0.18% of the 13F portfolio, value $3,367,236.

    13F-HR 0001613331-26-000004 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 65,389 shares
    Change vs previous 13F -3,493 shares

    0.19% of the 13F portfolio, value $3,169,379.

    13F-HR 0001613331-26-000002 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 68,882 shares
    Change vs previous 13F +3,001 shares

    0.21% of the 13F portfolio, value $3,404,465.

    13F-HR 0001613331-26-000001 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 65,881 shares
    Change vs previous 13F -1,208 shares

    0.2% of the 13F portfolio, value $3,196,546.

    13F-HR 0001613331-25-000007 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 67,089 shares
    Change vs previous 13F -7,594 shares

    0.21% of the 13F portfolio, value $3,049,195.

    13F-HR 0001613331-25-000004 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 74,683 shares
    Change vs previous 13F -1,406 shares

    0.23% of the 13F portfolio, value $3,139,390.

    13F-HR 0001613331-25-000002 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 76,089 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,288,947.

    13F-HR 0001613331-25-000001 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).