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Fragasso Financial Advisors Inc: D position timeline

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

Fragasso Financial Advisors Inc held 9,083 D 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 9,083 shares
    Change vs previous 13F -296 shares

    0.03% of the 13F portfolio, value $559,861.

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

  2. period ended2026-06-30
    13F 9,379 shares
    Change vs previous 13F -17 shares

    0.03% of the 13F portfolio, value $640,490.

    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 9,396 shares
    Change vs previous 13F +288 shares

    0.04% of the 13F portfolio, value $584,602.

    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 9,108 shares
    Change vs previous 13F -62 shares

    0.03% of the 13F portfolio, value $533,615.

    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 9,170 shares
    Change vs previous 13F +3,521 shares

    0.04% of the 13F portfolio, value $564,207.

    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 5,649 shares
    Change vs previous 13F -246 shares

    0.02% of the 13F portfolio, value $319,254.

    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 5,895 shares
    Change vs previous 13F -944 shares

    0.02% of the 13F portfolio, value $330,544.

    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 6,839 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $368,362.

    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).