Skip to content
Disclosery

Fragasso Financial Advisors Inc: IWD position timeline

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

Fragasso Financial Advisors Inc held 5,649 IWD 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 5,649 shares
    Change vs previous 13F +16 shares

    0.07% of the 13F portfolio, value $1,432,258.

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

  2. period ended2026-06-30
    13F 5,633 shares
    Change vs previous 13F -12 shares

    0.07% of the 13F portfolio, value $1,365,506.

    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 5,645 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,222,684.

    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 5,645 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,187,340.

    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 5,645 shares
    Change vs previous 13F -58 shares

    0.07% of the 13F portfolio, value $1,157,070.

    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 5,703 shares
    Change vs previous 13F -35 shares

    0.07% of the 13F portfolio, value $1,107,635.

    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 5,738 shares
    Change vs previous 13F -204 shares

    0.08% of the 13F portfolio, value $1,079,639.

    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 5,942 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,100,031.

    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).