Fragasso Financial Advisors Inc LPL — LG DISPLAY CO LTD

Ownership history in Fragasso Financial Advisors Inc  ·  4 quarters on record

AI Ownership Summary

Fragasso Financial Advisors Inc reported LG DISPLAY CO LTD (LPL) in 4 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows LPL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fragasso Financial Advisors Inc's position in LG DISPLAY CO LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LPL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LPL stock page Fragasso Financial Advisors Inc fund profile Fragasso Financial Advisors Inc full holdings
How Fragasso Financial Advisors Inc held LPL — position size vs. price
% of Fund (quarterly)    LPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 19,259 +4,873 +33.9% 0.00% $75K 2026-04-07 $3.93
2025 Q4 ADDED — — — 14,386 +2,018 +16.3% 0.00% $61K 2026-01-07 $4.40
2025 Q3 ADDED — — — 12,368 +2,158 +21.1% 0.00% $67K 2025-10-06 $5.46
2025 Q1 INITIATED — — — 10,210 — — 0.00% $32K 2025-04-09 $2.67

🏢 Other funds also holding LPL

As of 2026 Q1 — sorted by position size

PCM Encore, LLC 0.12% West Family Investments, Inc. 3Y 7Y 0.06% Sivia Capital Partners, LLC 0.04% Ethic Inc. 3Y 0.04% Laird Norton Wetherby Trust Company, LLC 3Y 7Y 0.03% PDS Planning, Inc 3Y 7Y 0.03% Plan A Wealth LLC 0.03% First Affirmative Financial Network 3Y 0.03% Vanguard Personalized Indexing Management, LLC 3Y 0.02% BSW Wealth Partners 3Y 7Y 0.02%

FAQ About Fragasso Financial Advisors Inc and LPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fragasso Financial Advisors Inc reported owning LPL?

Fragasso Financial Advisors Inc reported LPL across 4 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported LPL position in Fragasso Financial Advisors Inc's portfolio?

The largest reported portfolio weight for LPL was 0.00% in 2026 Q1.

What is the latest reported LPL position on this page?

The most recent filing on this page is 2026 Q1, when Fragasso Financial Advisors Inc reported 19,259 shares, equal to 0.00% of portfolio, with an estimated market value of $75K.

What does the chart on this LPL ownership page compare?

The chart compares Fragasso Financial Advisors Inc's quarterly LPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Fragasso Financial Advisors Inc time their LPL position?

Based on 13F filing dates vs. subsequent LPL price moves, Fragasso Financial Advisors Inc correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on LPL relative to SPY over the holding period was +21.3%.

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