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Fragasso Financial Advisors Inc: XBAP position timeline

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

Fragasso Financial Advisors Inc held 31,296 XBAP 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 31,296 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,353,083.

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

  2. period ended2026-06-30
    13F 31,296 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,312,755.

    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 31,296 shares
    Change vs previous 13F -8,836 shares

    0.07% of the 13F portfolio, value $1,238,070.

    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 40,132 shares
    Change vs previous 13F -2,098 shares

    0.09% of the 13F portfolio, value $1,551,880.

    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 42,230 shares
    Change vs previous 13F -1,000 shares

    0.1% of the 13F portfolio, value $1,600,517.

    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 43,230 shares
    Change vs previous 13F -666 shares

    0.11% of the 13F portfolio, value $1,588,270.

    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 43,896 shares
    Change vs previous 13F -1,665 shares

    0.11% of the 13F portfolio, value $1,532,409.

    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 45,561 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,553,899.

    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).