Skip to content
Disclosery

Fragasso Financial Advisors Inc: EFV position timeline

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

Fragasso Financial Advisors Inc held 10,219 EFV 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 10,219 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $799,060.

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

  2. period ended2026-06-30
    13F 10,219 shares
    Change vs previous 13F +118 shares

    0.04% of the 13F portfolio, value $782,300.

    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 10,101 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $761,480.

    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 10,101 shares
    Change vs previous 13F +100 shares

    0.04% of the 13F portfolio, value $721,280.

    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 10,001 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $686,999.

    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 10,001 shares
    Change vs previous 13F +26 shares

    0.04% of the 13F portfolio, value $634,891.

    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 9,975 shares
    Change vs previous 13F -463 shares

    0.04% of the 13F portfolio, value $587,938.

    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 10,438 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $547,705.

    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).