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Fragasso Financial Advisors Inc: SPHQ position timeline

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

Fragasso Financial Advisors Inc held 26,219 SPHQ 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 26,219 shares
    Change vs previous 13F -382 shares

    0.11% of the 13F portfolio, value $2,250,363.

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

  2. period ended2026-06-30
    13F 26,601 shares
    Change vs previous 13F -961 shares

    0.13% of the 13F portfolio, value $2,396,723.

    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 27,562 shares
    Change vs previous 13F -3,969 shares

    0.13% of the 13F portfolio, value $2,105,215.

    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 31,531 shares
    Change vs previous 13F -146 shares

    0.14% of the 13F portfolio, value $2,366,394.

    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 31,677 shares
    Change vs previous 13F +157 shares

    0.15% of the 13F portfolio, value $2,342,482.

    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 31,520 shares
    Change vs previous 13F +17,535 shares

    0.15% of the 13F portfolio, value $2,246,096.

    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 13,985 shares
    Change vs previous 13F +1,380 shares

    0.07% of the 13F portfolio, value $927,775.

    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 12,605 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $844,940.

    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).