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Fragasso Financial Advisors Inc: XLRE position timeline

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

Fragasso Financial Advisors Inc held 50,776 XLRE 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 50,776 shares
    Change vs previous 13F +137 shares

    0.11% of the 13F portfolio, value $2,112,796.

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

  2. period ended2026-06-30
    13F 50,639 shares
    Change vs previous 13F -1,694 shares

    0.12% of the 13F portfolio, value $2,229,656.

    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 52,333 shares
    Change vs previous 13F +1,595 shares

    0.13% of the 13F portfolio, value $2,185,429.

    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 50,738 shares
    Change vs previous 13F -3,858 shares

    0.12% of the 13F portfolio, value $2,047,262.

    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 54,596 shares
    Change vs previous 13F -6,653 shares

    0.14% of the 13F portfolio, value $2,297,381.

    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 61,249 shares
    Change vs previous 13F -4,387 shares

    0.17% of the 13F portfolio, value $2,536,927.

    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 65,636 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,746,865.

    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).