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Fragasso Financial Advisors Inc: FISV position timeline

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

Fragasso Financial Advisors Inc held 18,265 FISV 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 18,265 shares
    Change vs previous 13F -1,143 shares

    0.04% of the 13F portfolio, value $833,432.

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

  2. period ended2026-06-30
    13F 19,408 shares
    Change vs previous 13F +2,388 shares

    0.05% of the 13F portfolio, value $951,962.

    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 17,020 shares
    Change vs previous 13F +17,020 shares

    0.06% of the 13F portfolio, value $958,566.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,292 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 1,292 shares
    Change vs previous 13F -34 shares

    0.02% of the 13F portfolio, value $222,754.

    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).

  6. period ended2025-03-31
    13F 1,326 shares
    Change vs previous 13F +47 shares

    0.02% of the 13F portfolio, value $292,821.

    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).

  7. period ended2024-12-31
    13F 1,279 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $262,732.

    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).