Skip to content
Disclosery

Bragg Financial Advisors, Inc: SPY position timeline

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

Bragg Financial Advisors, Inc held 11,465 SPY 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 11,465 shares
    Change vs previous 13F +121 shares

    0.23% of the 13F portfolio, value $8,561,719.

    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 11,344 shares
    Change vs previous 13F +46 shares

    0.23% of the 13F portfolio, value $7,377,457.

    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 11,298 shares
    Change vs previous 13F -303 shares

    0.25% of the 13F portfolio, value $7,704,333.

    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 11,601 shares
    Change vs previous 13F -47 shares

    0.26% of the 13F portfolio, value $7,728,355.

    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 11,648 shares
    Change vs previous 13F +95 shares

    0.26% of the 13F portfolio, value $7,196,717.

    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 11,553 shares
    Change vs previous 13F +181 shares

    0.27% of the 13F portfolio, value $6,462,633.

    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 11,372 shares
    Change vs previous 13F +399 shares

    0.27% of the 13F portfolio, value $6,664,902.

    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 10,973 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $6,295,869.

    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).