Skip to content
Disclosery

Fragasso Financial Advisors Inc: IDV position timeline

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

Fragasso Financial Advisors Inc held 37,222 IDV 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 37,222 shares
    Change vs previous 13F +467 shares

    0.08% of the 13F portfolio, value $1,551,058.

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

  2. period ended2026-06-30
    13F 36,755 shares
    Change vs previous 13F +186 shares

    0.08% of the 13F portfolio, value $1,522,780.

    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 36,569 shares
    Change vs previous 13F -4,711 shares

    0.1% of the 13F portfolio, value $1,575,021.

    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 41,280 shares
    Change vs previous 13F +1,320 shares

    0.1% of the 13F portfolio, value $1,628,497.

    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 39,960 shares
    Change vs previous 13F +586 shares

    0.09% of the 13F portfolio, value $1,465,326.

    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 39,374 shares
    Change vs previous 13F +1,542 shares

    0.09% of the 13F portfolio, value $1,358,801.

    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 37,832 shares
    Change vs previous 13F +486 shares

    0.09% of the 13F portfolio, value $1,173,557.

    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 37,346 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,022,535.

    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).