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Fragasso Financial Advisors Inc: HTRB position timeline

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

Fragasso Financial Advisors Inc held 1,072,020 HTRB 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 1,072,020 shares
    Change vs previous 13F +126,606 shares

    1.74% of the 13F portfolio, value $34,486,874.

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

  2. period ended2026-06-30
    13F 945,414 shares
    Change vs previous 13F +30,232 shares

    1.7% of the 13F portfolio, value $31,893,550.

    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 915,182 shares
    Change vs previous 13F +62,922 shares

    1.87% of the 13F portfolio, value $30,951,460.

    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 852,260 shares
    Change vs previous 13F +43,403 shares

    1.76% of the 13F portfolio, value $29,104,671.

    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 808,857 shares
    Change vs previous 13F +70,731 shares

    1.74% of the 13F portfolio, value $27,808,503.

    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 738,126 shares
    Change vs previous 13F -142,213 shares

    1.69% of the 13F portfolio, value $25,000,323.

    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 880,339 shares
    Change vs previous 13F +31,129 shares

    2.21% of the 13F portfolio, value $29,808,274.

    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 849,210 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $28,304,160.

    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).