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Fragasso Financial Advisors Inc: PJUL position timeline

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

Fragasso Financial Advisors Inc held 20,372 PJUL 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 20,372 shares
    Change vs previous 13F -1,137 shares

    0.05% of the 13F portfolio, value $1,025,119.

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

  2. period ended2026-06-30
    13F 21,509 shares
    Change vs previous 13F -21 shares

    0.06% of the 13F portfolio, value $1,049,854.

    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 21,530 shares
    Change vs previous 13F +183 shares

    0.06% of the 13F portfolio, value $997,270.

    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 21,347 shares
    Change vs previous 13F -6,243 shares

    0.06% of the 13F portfolio, value $991,141.

    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 27,590 shares
    Change vs previous 13F +1,137 shares

    0.08% of the 13F portfolio, value $1,258,104.

    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 26,453 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,159,964.

    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 26,453 shares
    Change vs previous 13F -681 shares

    0.08% of the 13F portfolio, value $1,063,146.

    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 27,134 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,117,107.

    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).