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Bragg Financial Advisors, Inc: IBM position timeline

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

Bragg Financial Advisors, Inc held 71,940 IBM 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 71,940 shares
    Change vs previous 13F +2,487 shares

    0.54% of the 13F portfolio, value $20,230,193.

    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 69,453 shares
    Change vs previous 13F +2,368 shares

    0.53% of the 13F portfolio, value $16,834,651.

    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 67,085 shares
    Change vs previous 13F +1,409 shares

    0.65% of the 13F portfolio, value $19,871,343.

    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 65,676 shares
    Change vs previous 13F +424 shares

    0.61% of the 13F portfolio, value $18,531,132.

    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 65,252 shares
    Change vs previous 13F -1,695 shares

    0.69% of the 13F portfolio, value $19,234,852.

    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 66,947 shares
    Change vs previous 13F -795 shares

    0.68% of the 13F portfolio, value $16,647,078.

    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 67,742 shares
    Change vs previous 13F +858 shares

    0.6% of the 13F portfolio, value $14,891,662.

    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 66,884 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $14,786,777.

    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).