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Fragasso Financial Advisors Inc: IOCT position timeline

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

Fragasso Financial Advisors Inc held 17,923 IOCT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,923 shares
    Change vs previous 13F -808 shares

    0.04% of the 13F portfolio, value $662,972.

    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).

  2. period ended2026-03-31
    13F 18,731 shares
    Change vs previous 13F -1,317 shares

    0.04% of the 13F portfolio, value $662,141.

    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).

  3. period ended2025-12-31
    13F 20,048 shares
    Change vs previous 13F +348 shares

    0.04% of the 13F portfolio, value $698,873.

    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).

  4. period ended2025-09-30
    13F 19,700 shares
    Change vs previous 13F +467 shares

    0.04% of the 13F portfolio, value $679,650.

    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).

  5. period ended2025-06-30
    13F 19,233 shares
    Change vs previous 13F +387 shares

    0.04% of the 13F portfolio, value $632,258.

    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 18,846 shares
    Change vs previous 13F +5,984 shares

    0.04% of the 13F portfolio, value $577,630.

    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 12,862 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $376,902.

    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).