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Fragasso Financial Advisors Inc: SRLN position timeline

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

Fragasso Financial Advisors Inc held 276,450 SRLN 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 276,450 shares
    Change vs previous 13F +9,022 shares

    0.56% of the 13F portfolio, value $11,121,584.

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

  2. period ended2026-06-30
    13F 267,428 shares
    Change vs previous 13F +7,548 shares

    0.58% of the 13F portfolio, value $10,774,676.

    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 259,880 shares
    Change vs previous 13F +23,946 shares

    0.63% of the 13F portfolio, value $10,408,176.

    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 235,934 shares
    Change vs previous 13F +14,491 shares

    0.59% of the 13F portfolio, value $9,736,986.

    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 221,443 shares
    Change vs previous 13F +14,879 shares

    0.57% of the 13F portfolio, value $9,161,108.

    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 206,564 shares
    Change vs previous 13F -21,317 shares

    0.58% of the 13F portfolio, value $8,591,011.

    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 227,881 shares
    Change vs previous 13F +13,790 shares

    0.7% of the 13F portfolio, value $9,372,752.

    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 214,091 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $8,934,012.

    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).