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Bragg Financial Advisors, Inc: PEP position timeline

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

Bragg Financial Advisors, Inc held 64,944 PEP 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 64,944 shares
    Change vs previous 13F -7,180 shares

    0.24% of the 13F portfolio, value $8,793,409.

    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 72,124 shares
    Change vs previous 13F +2,557 shares

    0.35% of the 13F portfolio, value $11,200,191.

    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 69,567 shares
    Change vs previous 13F +1,476 shares

    0.33% of the 13F portfolio, value $9,984,298.

    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 68,091 shares
    Change vs previous 13F +630 shares

    0.32% of the 13F portfolio, value $9,562,741.

    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 67,461 shares
    Change vs previous 13F +2,679 shares

    0.32% of the 13F portfolio, value $8,907,516.

    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 64,782 shares
    Change vs previous 13F +2,992 shares

    0.4% of the 13F portfolio, value $9,713,436.

    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 61,790 shares
    Change vs previous 13F +208 shares

    0.38% of the 13F portfolio, value $9,395,818.

    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 61,582 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $10,472,053.

    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).