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Fragasso Financial Advisors Inc: XLK position timeline

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

Fragasso Financial Advisors Inc held 13,941 XLK 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 13,941 shares
    Change vs previous 13F +14 shares

    0.14% of the 13F portfolio, value $2,771,206.

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

  2. period ended2026-06-30
    13F 13,927 shares
    Change vs previous 13F -296 shares

    0.14% of the 13F portfolio, value $2,653,409.

    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 14,223 shares
    Change vs previous 13F -23 shares

    0.12% of the 13F portfolio, value $1,945,421.

    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 14,246 shares
    Change vs previous 13F +6,869 shares

    0.12% of the 13F portfolio, value $2,051,002.

    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 7,377 shares
    Change vs previous 13F -6 shares

    0.13% of the 13F portfolio, value $2,100,441.

    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 7,383 shares
    Change vs previous 13F +88 shares

    0.13% of the 13F portfolio, value $1,869,488.

    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 7,295 shares
    Change vs previous 13F -49 shares

    0.11% of the 13F portfolio, value $1,506,291.

    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 7,344 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,707,582.

    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).