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Fragasso Financial Advisors Inc: PM position timeline

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

Fragasso Financial Advisors Inc held 5,252 PM 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 5,252 shares
    Change vs previous 13F -191 shares

    0.05% of the 13F portfolio, value $1,056,735.

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

  2. period ended2026-06-30
    13F 5,443 shares
    Change vs previous 13F +547 shares

    0.05% of the 13F portfolio, value $984,728.

    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 4,896 shares
    Change vs previous 13F +936 shares

    0.05% of the 13F portfolio, value $784,980.

    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 3,960 shares
    Change vs previous 13F +144 shares

    0.04% of the 13F portfolio, value $635,174.

    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 3,816 shares
    Change vs previous 13F -177 shares

    0.04% of the 13F portfolio, value $584,822.

    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 3,993 shares
    Change vs previous 13F +291 shares

    0.05% of the 13F portfolio, value $727,249.

    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 3,702 shares
    Change vs previous 13F +132 shares

    0.04% of the 13F portfolio, value $587,576.

    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 3,570 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $429,703.

    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).