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Fragasso Financial Advisors Inc: BRK-B position timeline

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

Fragasso Financial Advisors Inc held 21,725 BRK-B 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 21,725 shares
    Change vs previous 13F -1,798 shares

    0.56% of the 13F portfolio, value $11,201,716.

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

  2. period ended2026-06-30
    13F 23,523 shares
    Change vs previous 13F +389 shares

    0.63% of the 13F portfolio, value $11,770,549.

    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 23,134 shares
    Change vs previous 13F -1,128 shares

    0.66% of the 13F portfolio, value $11,020,456.

    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 24,262 shares
    Change vs previous 13F -459 shares

    0.74% of the 13F portfolio, value $12,195,169.

    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 24,721 shares
    Change vs previous 13F -183 shares

    0.77% of the 13F portfolio, value $12,329,474.

    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 24,904 shares
    Change vs previous 13F -1,800 shares

    0.82% of the 13F portfolio, value $12,097,495.

    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 26,704 shares
    Change vs previous 13F -9,930 shares

    1.06% of the 13F portfolio, value $14,222,016.

    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 36,634 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $16,605,233.

    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).