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Fragasso Financial Advisors Inc: USMV position timeline

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

Fragasso Financial Advisors Inc held 40,962 USMV 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 40,962 shares
    Change vs previous 13F -3,223 shares

    0.21% of the 13F portfolio, value $4,117,945.

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

  2. period ended2026-06-30
    13F 44,185 shares
    Change vs previous 13F -1,583 shares

    0.23% of the 13F portfolio, value $4,262,124.

    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 45,768 shares
    Change vs previous 13F -2,668 shares

    0.26% of the 13F portfolio, value $4,275,669.

    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 48,436 shares
    Change vs previous 13F -1,533 shares

    0.28% of the 13F portfolio, value $4,560,726.

    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 49,969 shares
    Change vs previous 13F -666 shares

    0.3% of the 13F portfolio, value $4,754,555.

    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 50,635 shares
    Change vs previous 13F -53,244 shares

    0.32% of the 13F portfolio, value $4,753,093.

    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 103,879 shares
    Change vs previous 13F -355,873 shares

    0.72% of the 13F portfolio, value $9,729,332.

    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 459,752 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $40,821,340.

    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).