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Fragasso Financial Advisors Inc: MSFT position timeline

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

Fragasso Financial Advisors Inc held 49,501 MSFT 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 49,501 shares
    Change vs previous 13F -2,477 shares

    1.33% of the 13F portfolio, value $26,486,648.

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

  2. period ended2026-06-30
    13F 51,978 shares
    Change vs previous 13F +46 shares

    1.04% of the 13F portfolio, value $19,388,785.

    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 51,932 shares
    Change vs previous 13F +3,221 shares

    1.17% of the 13F portfolio, value $19,364,533.

    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 48,711 shares
    Change vs previous 13F -739 shares

    1.43% of the 13F portfolio, value $23,557,477.

    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 49,450 shares
    Change vs previous 13F -2,652 shares

    1.6% of the 13F portfolio, value $25,583,020.

    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 52,102 shares
    Change vs previous 13F -4,804 shares

    1.75% of the 13F portfolio, value $25,916,233.

    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 56,906 shares
    Change vs previous 13F -9,050 shares

    1.59% of the 13F portfolio, value $21,362,012.

    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 65,956 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $27,800,481.

    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).