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Disclosery

Bragg Financial Advisors, Inc: BAM position timeline

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

Bragg Financial Advisors, Inc held 0 BAM shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -9,737 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 9,737 shares
    Change vs previous 13F -61,096 shares

    0.02% of the 13F portfolio, value $554,319.

    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).

  3. period ended2025-06-30
    13F 70,833 shares
    Change vs previous 13F -2,400 shares

    0.14% of the 13F portfolio, value $3,913,127.

    13F-HR 0001062993-25-014449 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 ended2025-03-31
    13F 73,233 shares
    Change vs previous 13F -128,090 shares

    0.15% of the 13F portfolio, value $3,544,859.

    13F-HR 0001062993-25-009327 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).

  5. period ended2024-12-31
    13F 201,323 shares
    Change vs previous 13F +621 shares

    0.44% of the 13F portfolio, value $10,914,546.

    13F-HR 0001062993-25-002281 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).

  6. period ended2024-09-30
    13F 200,702 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $9,500,210.

    13F-HR 0001062993-24-019085 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).