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Fragasso Financial Advisors Inc: MUB position timeline

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

Fragasso Financial Advisors Inc held 48,677 MUB 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 48,677 shares
    Change vs previous 13F -40,388 shares

    0.25% of the 13F portfolio, value $4,920,255.

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

  2. period ended2026-06-30
    13F 89,065 shares
    Change vs previous 13F +359 shares

    0.51% of the 13F portfolio, value $9,585,171.

    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 88,706 shares
    Change vs previous 13F -1,194 shares

    0.57% of the 13F portfolio, value $9,442,705.

    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 89,900 shares
    Change vs previous 13F -1,414 shares

    0.58% of the 13F portfolio, value $9,629,160.

    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 91,314 shares
    Change vs previous 13F -19,546 shares

    0.61% of the 13F portfolio, value $9,713,982.

    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 110,860 shares
    Change vs previous 13F -105 shares

    0.78% of the 13F portfolio, value $11,582,661.

    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 110,965 shares
    Change vs previous 13F -19,957 shares

    0.87% of the 13F portfolio, value $11,700,128.

    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 130,922 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $13,949,742.

    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).