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Fragasso Financial Advisors Inc: DE position timeline

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

Fragasso Financial Advisors Inc held 2,731 DE 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 2,731 shares
    Change vs previous 13F +1,682 shares

    0.09% of the 13F portfolio, value $1,695,606.

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

  2. period ended2026-06-30
    13F 1,049 shares
    Change vs previous 13F +10 shares

    0.04% of the 13F portfolio, value $665,301.

    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 1,039 shares
    Change vs previous 13F +36 shares

    0.04% of the 13F portfolio, value $597,429.

    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 1,003 shares
    Change vs previous 13F -25 shares

    0.03% of the 13F portfolio, value $466,907.

    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 1,028 shares
    Change vs previous 13F -148 shares

    0.03% of the 13F portfolio, value $475,685.

    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 1,176 shares
    Change vs previous 13F +96 shares

    0.04% of the 13F portfolio, value $597,775.

    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 1,080 shares
    Change vs previous 13F +49 shares

    0.04% of the 13F portfolio, value $507,083.

    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 1,031 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $436,918.

    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).