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Bragg Financial Advisors, Inc: SHM position timeline

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

Bragg Financial Advisors, Inc held 80,113 SHM 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 80,113 shares
    Change vs previous 13F +9 shares

    0.1% of the 13F portfolio, value $3,842,621.

    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 80,104 shares
    Change vs previous 13F +39,973 shares

    0.12% of the 13F portfolio, value $3,831,375.

    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 40,131 shares
    Change vs previous 13F +5,200 shares

    0.06% of the 13F portfolio, value $1,925,887.

    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 34,931 shares
    Change vs previous 13F -9,400 shares

    0.06% of the 13F portfolio, value $1,684,373.

    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 44,331 shares
    Change vs previous 13F +12,695 shares

    0.08% of the 13F portfolio, value $2,120,352.

    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 31,636 shares
    Change vs previous 13F -18,700 shares

    0.06% of the 13F portfolio, value $1,505,874.

    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 50,336 shares
    Change vs previous 13F -2,695 shares

    0.1% of the 13F portfolio, value $2,385,424.

    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 53,031 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,552,913.

    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).