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Fragasso Financial Advisors Inc: ITM position timeline

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

Fragasso Financial Advisors Inc held 210,278 ITM 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 210,278 shares
    Change vs previous 13F +204,220 shares

    0.47% of the 13F portfolio, value $9,297,447.

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

  2. period ended2026-06-30
    13F 6,058 shares
    Change vs previous 13F +36 shares

    0.02% of the 13F portfolio, value $284,673.

    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 6,022 shares
    Change vs previous 13F +22 shares

    0.02% of the 13F portfolio, value $280,032.

    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 6,000 shares
    Change vs previous 13F +45 shares

    0.02% of the 13F portfolio, value $282,965.

    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 5,955 shares
    Change vs previous 13F -30,004 shares

    0.02% of the 13F portfolio, value $277,133.

    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 35,959 shares
    Change vs previous 13F +35,959 shares

    0.11% of the 13F portfolio, value $1,635,038.

    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 0 shares
    Change vs previous 13F -13,650 shares

    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).

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

  8. period ended2024-12-31
    13F 13,650 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $629,265.

    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).