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Bragg Financial Advisors, Inc: IYW position timeline

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

Bragg Financial Advisors, Inc held 11,615 IYW 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 11,615 shares
    Change vs previous 13F -64 shares

    0.08% of the 13F portfolio, value $2,929,652.

    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 11,679 shares
    Change vs previous 13F -15 shares

    0.07% of the 13F portfolio, value $2,118,805.

    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 11,694 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $2,335,058.

    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 11,694 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $2,290,387.

    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 11,694 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $2,026,220.

    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 11,694 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,642,306.

    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 11,694 shares
    Change vs previous 13F -165 shares

    0.08% of the 13F portfolio, value $1,865,427.

    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 11,859 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,798,062.

    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).