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Fragasso Financial Advisors Inc: XLC position timeline

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

Fragasso Financial Advisors Inc held 4,343 XLC 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 4,343 shares
    Change vs previous 13F -197 shares

    0.02% of the 13F portfolio, value $479,332.

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

  2. period ended2026-06-30
    13F 4,540 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $486,340.

    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 4,539 shares
    Change vs previous 13F -1,052 shares

    0.03% of the 13F portfolio, value $507,316.

    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 5,591 shares
    Change vs previous 13F +816 shares

    0.04% of the 13F portfolio, value $658,128.

    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 4,775 shares
    Change vs previous 13F -624 shares

    0.03% of the 13F portfolio, value $555,762.

    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 5,399 shares
    Change vs previous 13F +480 shares

    0.04% of the 13F portfolio, value $585,931.

    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 4,919 shares
    Change vs previous 13F -121 shares

    0.04% of the 13F portfolio, value $474,406.

    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 5,040 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $487,955.

    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).