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Fragasso Financial Advisors Inc: XLE position timeline

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

Fragasso Financial Advisors Inc held 50,235 XLE 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 50,235 shares
    Change vs previous 13F -1,207 shares

    0.16% of the 13F portfolio, value $3,269,325.

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

  2. period ended2026-06-30
    13F 51,442 shares
    Change vs previous 13F +9,794 shares

    0.15% of the 13F portfolio, value $2,732,081.

    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 41,648 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,485,553.

    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).