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Fragasso Financial Advisors Inc: SHYD position timeline

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

Fragasso Financial Advisors Inc held 455,973 SHYD 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 455,973 shares
    Change vs previous 13F +188,952 shares

    0.51% of the 13F portfolio, value $10,067,878.

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

  2. period ended2026-06-30
    13F 267,021 shares
    Change vs previous 13F +753 shares

    0.33% of the 13F portfolio, value $6,114,785.

    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 266,268 shares
    Change vs previous 13F -3,096 shares

    0.36% of the 13F portfolio, value $6,028,316.

    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 269,364 shares
    Change vs previous 13F -2,970 shares

    0.37% of the 13F portfolio, value $6,171,121.

    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 272,334 shares
    Change vs previous 13F -52,344 shares

    0.39% of the 13F portfolio, value $6,211,947.

    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 324,678 shares
    Change vs previous 13F +125,221 shares

    0.49% of the 13F portfolio, value $7,334,219.

    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 199,457 shares
    Change vs previous 13F -12,102 shares

    0.33% of the 13F portfolio, value $4,485,798.

    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 211,559 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,755,843.

    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).