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Fragasso Financial Advisors Inc: WFC position timeline

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

Fragasso Financial Advisors Inc held 14,616 WFC 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 14,616 shares
    Change vs previous 13F +127 shares

    0.06% of the 13F portfolio, value $1,221,182.

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

  2. period ended2026-06-30
    13F 14,489 shares
    Change vs previous 13F -241 shares

    0.06% of the 13F portfolio, value $1,197,390.

    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 14,730 shares
    Change vs previous 13F -10 shares

    0.07% of the 13F portfolio, value $1,205,641.

    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 14,740 shares
    Change vs previous 13F +450 shares

    0.08% of the 13F portfolio, value $1,373,750.

    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 14,290 shares
    Change vs previous 13F -123 shares

    0.07% of the 13F portfolio, value $1,152,803.

    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 14,413 shares
    Change vs previous 13F +312 shares

    0.08% of the 13F portfolio, value $1,154,784.

    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 14,101 shares
    Change vs previous 13F +225 shares

    0.08% of the 13F portfolio, value $1,012,276.

    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 13,876 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $974,655.

    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).