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Bragg Financial Advisors, Inc: CWI position timeline

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

Bragg Financial Advisors, Inc held 30,041 CWI 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 30,041 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,221,768.

    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 30,041 shares
    Change vs previous 13F -1,300 shares

    0.03% of the 13F portfolio, value $1,099,201.

    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 31,341 shares
    Change vs previous 13F -1,737 shares

    0.04% of the 13F portfolio, value $1,125,769.

    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 33,078 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,155,084.

    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).

  5. period ended2025-06-30
    13F 33,078 shares
    Change vs previous 13F -2,480 shares

    0.04% of the 13F portfolio, value $1,080,328.

    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).

  6. period ended2025-03-31
    13F 35,558 shares
    Change vs previous 13F -3,648 shares

    0.04% of the 13F portfolio, value $1,051,806.

    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).

  7. period ended2024-12-31
    13F 39,206 shares
    Change vs previous 13F +9,290 shares

    0.04% of the 13F portfolio, value $1,095,416.

    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).

  8. period ended2024-09-30
    13F 29,916 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $910,644.

    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).