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Fragasso Financial Advisors Inc: PH position timeline

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

Fragasso Financial Advisors Inc held 6,452 PH 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 6,452 shares
    Change vs previous 13F -1,176 shares

    0.31% of the 13F portfolio, value $6,210,473.

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

  2. period ended2026-06-30
    13F 7,628 shares
    Change vs previous 13F +7 shares

    0.4% of the 13F portfolio, value $7,460,940.

    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 7,621 shares
    Change vs previous 13F -232 shares

    0.42% of the 13F portfolio, value $6,951,388.

    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 7,853 shares
    Change vs previous 13F -118 shares

    0.42% of the 13F portfolio, value $6,902,101.

    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 7,971 shares
    Change vs previous 13F -550 shares

    0.38% of the 13F portfolio, value $6,083,637.

    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 8,521 shares
    Change vs previous 13F -250 shares

    0.4% of the 13F portfolio, value $5,951,945.

    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 8,771 shares
    Change vs previous 13F -2,376 shares

    0.4% of the 13F portfolio, value $5,331,656.

    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 11,147 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $7,089,924.

    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).