Skip to content
Disclosery

Bragg Financial Advisors, Inc: SHEL position timeline

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

Bragg Financial Advisors, Inc held 139,235 SHEL 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 139,235 shares
    Change vs previous 13F +4,310 shares

    0.29% of the 13F portfolio, value $10,796,308.

    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 134,925 shares
    Change vs previous 13F +3,545 shares

    0.4% of the 13F portfolio, value $12,548,025.

    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 131,380 shares
    Change vs previous 13F +1,041 shares

    0.31% of the 13F portfolio, value $9,653,803.

    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 130,339 shares
    Change vs previous 13F -3,269 shares

    0.31% of the 13F portfolio, value $9,323,149.

    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 133,608 shares
    Change vs previous 13F -1,120 shares

    0.34% of the 13F portfolio, value $9,407,305.

    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 134,728 shares
    Change vs previous 13F +1,798 shares

    0.41% of the 13F portfolio, value $9,872,868.

    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 132,930 shares
    Change vs previous 13F +587 shares

    0.34% of the 13F portfolio, value $8,328,065.

    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 132,343 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $8,728,021.

    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).