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Fragasso Financial Advisors Inc: SPGI position timeline

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

Fragasso Financial Advisors Inc held 3,251 SPGI 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 3,251 shares
    Change vs previous 13F -2,164 shares

    0.07% of the 13F portfolio, value $1,325,751.

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

  2. period ended2026-06-30
    13F 5,415 shares
    Change vs previous 13F -71 shares

    0.12% of the 13F portfolio, value $2,205,211.

    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 5,486 shares
    Change vs previous 13F +240 shares

    0.14% of the 13F portfolio, value $2,381,357.

    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 5,246 shares
    Change vs previous 13F -58 shares

    0.17% of the 13F portfolio, value $2,741,480.

    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 5,304 shares
    Change vs previous 13F -362 shares

    0.16% of the 13F portfolio, value $2,544,741.

    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 5,666 shares
    Change vs previous 13F -584 shares

    0.2% of the 13F portfolio, value $2,987,503.

    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 6,250 shares
    Change vs previous 13F -4,968 shares

    0.24% of the 13F portfolio, value $3,175,778.

    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 11,218 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $5,587,024.

    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).