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Fragasso Financial Advisors Inc: SPLV position timeline

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

Fragasso Financial Advisors Inc held 3,061 SPLV 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 3,061 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $220,810.

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

  2. period ended2026-06-30
    13F 3,043 shares
    Change vs previous 13F -208 shares

    0.01% of the 13F portfolio, value $227,950.

    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 3,251 shares
    Change vs previous 13F -316 shares

    0.01% of the 13F portfolio, value $240,356.

    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 3,567 shares
    Change vs previous 13F +349 shares

    0.02% of the 13F portfolio, value $254,770.

    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 3,218 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $234,919.

    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 3,202 shares
    Change vs previous 13F -34 shares

    0.02% of the 13F portfolio, value $233,161.

    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 3,236 shares
    Change vs previous 13F -155 shares

    0.02% of the 13F portfolio, value $241,804.

    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 3,391 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $237,350.

    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).