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Fragasso Financial Advisors Inc: XPH position timeline

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

Fragasso Financial Advisors Inc held 6,703 XPH 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 6,703 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $433,375.

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

  2. period ended2026-06-30
    13F 6,699 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $443,964.

    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 6,693 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $363,777.

    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 6,686 shares
    Change vs previous 13F +13 shares

    0.02% of the 13F portfolio, value $374,463.

    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 6,673 shares
    Change vs previous 13F +15 shares

    0.02% of the 13F portfolio, value $326,953.

    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 6,658 shares
    Change vs previous 13F +16 shares

    0.02% of the 13F portfolio, value $270,177.

    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 6,642 shares
    Change vs previous 13F +23 shares

    0.02% of the 13F portfolio, value $290,936.

    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 6,619 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $284,542.

    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).