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Fragasso Financial Advisors Inc: SUSL position timeline

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

Fragasso Financial Advisors Inc held 5,007 SUSL 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 5,007 shares
    Change vs previous 13F +12 shares

    0.04% of the 13F portfolio, value $695,626.

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

  2. period ended2026-06-30
    13F 4,995 shares
    Change vs previous 13F +10 shares

    0.04% of the 13F portfolio, value $663,189.

    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 4,985 shares
    Change vs previous 13F -36 shares

    0.03% of the 13F portfolio, value $574,027.

    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 5,021 shares
    Change vs previous 13F +15 shares

    0.04% of the 13F portfolio, value $608,833.

    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 5,006 shares
    Change vs previous 13F +386 shares

    0.04% of the 13F portfolio, value $589,506.

    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 4,620 shares
    Change vs previous 13F +411 shares

    0.03% of the 13F portfolio, value $500,532.

    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 4,209 shares
    Change vs previous 13F +395 shares

    0.03% of the 13F portfolio, value $403,264.

    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 3,814 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $392,995.

    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).