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
- period ended2026-09-3013F 455,973 sharesChange 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 - period ended2026-06-3013F 267,021 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 266,268 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 269,364 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 272,334 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 324,678 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 199,457 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 211,559 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).