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Fragasso Financial Advisors Inc: SPYM position timeline

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

Fragasso Financial Advisors Inc held 442,931 SPYM 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 442,931 shares
    Change vs previous 13F +5,619 shares

    2.04% of the 13F portfolio, value $40,590,235.

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

  2. period ended2026-06-30
    13F 437,312 shares
    Change vs previous 13F +12,211 shares

    2.05% of the 13F portfolio, value $38,431,019.

    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 425,101 shares
    Change vs previous 13F +239,092 shares

    1.99% of the 13F portfolio, value $32,970,823.

    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 186,009 shares
    Change vs previous 13F +16,767 shares

    0.9% of the 13F portfolio, value $14,921,632.

    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 169,242 shares
    Change vs previous 13F +3,155 shares

    0.83% of the 13F portfolio, value $13,324,462.

    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 166,087 shares
    Change vs previous 13F +4,048 shares

    0.81% of the 13F portfolio, value $12,072,837.

    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 162,039 shares
    Change vs previous 13F +7,901 shares

    0.79% of the 13F portfolio, value $10,655,684.

    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 154,138 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $10,626,276.

    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).