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Fragasso Financial Advisors Inc: IBKR position timeline

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

Fragasso Financial Advisors Inc held 5,148 IBKR 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 5,148 shares
    Change vs previous 13F -1,350 shares

    0.02% of the 13F portfolio, value $452,393.

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

  2. period ended2026-06-30
    13F 6,498 shares
    Change vs previous 13F -1,801 shares

    0.03% of the 13F portfolio, value $565,576.

    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 8,299 shares
    Change vs previous 13F -14,431 shares

    0.03% of the 13F portfolio, value $569,465.

    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 22,730 shares
    Change vs previous 13F -440 shares

    0.09% of the 13F portfolio, value $1,461,764.

    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 23,170 shares
    Change vs previous 13F -6,902 shares

    0.1% of the 13F portfolio, value $1,630,257.

    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 30,072 shares
    Change vs previous 13F +23,214 shares

    0.11% of the 13F portfolio, value $1,666,269.

    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 6,858 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,135,631.

    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).