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Bragg Financial Advisors, Inc: AVUV position timeline

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

Bragg Financial Advisors, Inc held 121,517 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,517 shares
    Change vs previous 13F +17,594 shares

    0.41% of the 13F portfolio, value $15,160,451.

    13F-HR 0001062993-26-004202 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 103,923 shares
    Change vs previous 13F +26,579 shares

    0.36% of the 13F portfolio, value $11,480,387.

    13F-HR 0001062993-26-002690 filed by Bragg 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 ended2025-12-31
    13F 77,344 shares
    Change vs previous 13F +31,786 shares

    0.26% of the 13F portfolio, value $7,887,549.

    13F-HR 0001062993-26-000899 filed by Bragg 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 ended2025-09-30
    13F 45,558 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,534,388.

    13F-HR 0001062993-25-016705 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).