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Fragasso Financial Advisors Inc: CRM position timeline

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

Fragasso Financial Advisors Inc held 8,381 CRM 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 8,381 shares
    Change vs previous 13F -3,120 shares

    0.1% of the 13F portfolio, value $1,920,396.

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

  2. period ended2026-06-30
    13F 11,501 shares
    Change vs previous 13F +302 shares

    0.1% of the 13F portfolio, value $1,801,738.

    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 11,199 shares
    Change vs previous 13F -3,755 shares

    0.13% of the 13F portfolio, value $2,072,164.

    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 14,954 shares
    Change vs previous 13F -381 shares

    0.24% of the 13F portfolio, value $3,961,576.

    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 15,335 shares
    Change vs previous 13F -589 shares

    0.23% of the 13F portfolio, value $3,685,811.

    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 15,924 shares
    Change vs previous 13F +3,909 shares

    0.29% of the 13F portfolio, value $4,342,355.

    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 12,015 shares
    Change vs previous 13F -8,846 shares

    0.24% of the 13F portfolio, value $3,224,342.

    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 20,861 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $6,974,529.

    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).