Skip to content
Disclosery

Fragasso Financial Advisors Inc: EFAV position timeline

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

Fragasso Financial Advisors Inc held 5,896 EFAV 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 5,896 shares
    Change vs previous 13F +63 shares

    0.03% of the 13F portfolio, value $540,269.

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

  2. period ended2026-06-30
    13F 5,833 shares
    Change vs previous 13F +182 shares

    0.03% of the 13F portfolio, value $511,574.

    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 5,651 shares
    Change vs previous 13F +113 shares

    0.03% of the 13F portfolio, value $522,616.

    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 5,538 shares
    Change vs previous 13F -782 shares

    0.03% of the 13F portfolio, value $477,610.

    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 6,320 shares
    Change vs previous 13F +7 shares

    0.03% of the 13F portfolio, value $539,390.

    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 6,313 shares
    Change vs previous 13F -775 shares

    0.04% of the 13F portfolio, value $530,650.

    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 7,088 shares
    Change vs previous 13F -3,966 shares

    0.04% of the 13F portfolio, value $552,323.

    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 11,054 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $781,598.

    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).