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Fragasso Financial Advisors Inc: JHMM position timeline

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

Fragasso Financial Advisors Inc held 88,837 JHMM 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 88,837 shares
    Change vs previous 13F -1,183 shares

    0.33% of the 13F portfolio, value $6,495,737.

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

  2. period ended2026-06-30
    13F 90,020 shares
    Change vs previous 13F -1,976 shares

    0.36% of the 13F portfolio, value $6,747,913.

    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 91,996 shares
    Change vs previous 13F -4,532 shares

    0.38% of the 13F portfolio, value $6,256,651.

    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 96,528 shares
    Change vs previous 13F -1,091 shares

    0.38% of the 13F portfolio, value $6,320,675.

    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 97,619 shares
    Change vs previous 13F -3,098 shares

    0.4% of the 13F portfolio, value $6,364,729.

    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 100,717 shares
    Change vs previous 13F -7,230 shares

    0.42% of the 13F portfolio, value $6,156,800.

    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 107,947 shares
    Change vs previous 13F -15,376 shares

    0.46% of the 13F portfolio, value $6,185,357.

    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 123,323 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $7,366,110.

    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).