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Fragasso Financial Advisors Inc: RMD position timeline

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

Fragasso Financial Advisors Inc held 1,288 RMD 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 1,288 shares
    Change vs previous 13F -5,144 shares

    0.01% of the 13F portfolio, value $296,393.

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

  2. period ended2026-06-30
    13F 6,432 shares
    Change vs previous 13F +35 shares

    0.07% of the 13F portfolio, value $1,253,460.

    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 6,397 shares
    Change vs previous 13F +428 shares

    0.09% of the 13F portfolio, value $1,438,818.

    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 5,969 shares
    Change vs previous 13F -40 shares

    0.09% of the 13F portfolio, value $1,437,634.

    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 6,009 shares
    Change vs previous 13F -1,087 shares

    0.1% of the 13F portfolio, value $1,674,024.

    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 7,096 shares
    Change vs previous 13F -664 shares

    0.12% of the 13F portfolio, value $1,830,797.

    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 7,760 shares
    Change vs previous 13F -662 shares

    0.13% of the 13F portfolio, value $1,737,108.

    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 8,422 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,926,094.

    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).