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Fragasso Financial Advisors Inc: QUAL position timeline

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

Fragasso Financial Advisors Inc held 70,835 QUAL 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 70,835 shares
    Change vs previous 13F -8,970 shares

    0.81% of the 13F portfolio, value $16,088,061.

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

  2. period ended2026-06-30
    13F 79,805 shares
    Change vs previous 13F -22,805 shares

    0.94% of the 13F portfolio, value $17,511,542.

    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 102,610 shares
    Change vs previous 13F -432,230 shares

    1.2% of the 13F portfolio, value $19,909,381.

    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 534,840 shares
    Change vs previous 13F -31,229 shares

    6.43% of the 13F portfolio, value $106,229,849.

    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 566,069 shares
    Change vs previous 13F +9,028 shares

    6.94% of the 13F portfolio, value $111,215,510.

    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 557,041 shares
    Change vs previous 13F +25,607 shares

    6.87% of the 13F portfolio, value $101,838,315.

    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 531,434 shares
    Change vs previous 13F +132,664 shares

    6.74% of the 13F portfolio, value $90,816,767.

    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 398,770 shares
    Change vs previous 13F not available

    5.42% of the 13F portfolio, value $71,012,900.

    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).