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Bragg Financial Advisors, Inc: PPLI position timeline

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

Bragg Financial Advisors, Inc held 367,731 PPLI 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 367,731 shares
    Change vs previous 13F -1,495 shares

    0.45% of the 13F portfolio, value $16,974,463.

    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 369,226 shares
    Change vs previous 13F -389 shares

    0.47% of the 13F portfolio, value $14,780,117.

    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 369,615 shares
    Change vs previous 13F -64,125 shares

    0.47% of the 13F portfolio, value $14,451,947.

    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 433,740 shares
    Change vs previous 13F +1,995 shares

    0.49% of the 13F portfolio, value $14,777,522.

    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 431,745 shares
    Change vs previous 13F +51,796 shares

    0.58% of the 13F portfolio, value $16,121,359.

    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 379,949 shares
    Change vs previous 13F -27,073 shares

    0.72% of the 13F portfolio, value $17,454,858.

    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 407,022 shares
    Change vs previous 13F +509 shares

    0.71% of the 13F portfolio, value $17,558,930.

    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 406,513 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $21,878,530.

    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).