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Fragasso Financial Advisors Inc: FELC position timeline

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

Fragasso Financial Advisors Inc held 3,856,144 FELC 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 3,856,144 shares
    Change vs previous 13F +40,512 shares

    8.57% of the 13F portfolio, value $170,287,321.

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

  2. period ended2026-06-30
    13F 3,815,632 shares
    Change vs previous 13F +12,281 shares

    8.54% of the 13F portfolio, value $159,913,134.

    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 3,803,351 shares
    Change vs previous 13F +196,439 shares

    8.43% of the 13F portfolio, value $139,697,066.

    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 3,606,912 shares
    Change vs previous 13F +157,975 shares

    8.34% of the 13F portfolio, value $137,675,839.

    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 3,448,937 shares
    Change vs previous 13F +153,425 shares

    8.04% of the 13F portfolio, value $128,886,765.

    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 3,295,512 shares
    Change vs previous 13F +645,996 shares

    7.66% of the 13F portfolio, value $113,662,218.

    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 2,649,516 shares
    Change vs previous 13F not available

    6.13% of the 13F portfolio, value $82,638,397.

    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).