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Fragasso Financial Advisors Inc: XLB position timeline

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

Fragasso Financial Advisors Inc held 58,517 XLB 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 58,517 shares
    Change vs previous 13F +1,545 shares

    0.15% of the 13F portfolio, value $2,892,496.

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

  2. period ended2026-06-30
    13F 56,972 shares
    Change vs previous 13F +1,286 shares

    0.15% of the 13F portfolio, value $2,895,873.

    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 55,686 shares
    Change vs previous 13F +3,037 shares

    0.17% of the 13F portfolio, value $2,796,544.

    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 52,649 shares
    Change vs previous 13F +24,775 shares

    0.14% of the 13F portfolio, value $2,387,647.

    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 27,874 shares
    Change vs previous 13F -3,834 shares

    0.16% of the 13F portfolio, value $2,504,726.

    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 31,708 shares
    Change vs previous 13F -1,703 shares

    0.19% of the 13F portfolio, value $2,784,282.

    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 33,411 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,872,707.

    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).