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Bragg Financial Advisors, Inc: UPBD position timeline

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

Bragg Financial Advisors, Inc held 1,189,215 UPBD 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 1,189,215 shares
    Change vs previous 13F +66,277 shares

    0.68% of the 13F portfolio, value $25,235,143.

    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 1,122,938 shares
    Change vs previous 13F +17,891 shares

    0.64% of the 13F portfolio, value $20,269,031.

    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 1,105,047 shares
    Change vs previous 13F +119,158 shares

    0.63% of the 13F portfolio, value $19,404,626.

    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 985,889 shares
    Change vs previous 13F +96,246 shares

    0.77% of the 13F portfolio, value $23,296,558.

    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 889,643 shares
    Change vs previous 13F +165,412 shares

    0.8% of the 13F portfolio, value $22,330,040.

    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 724,231 shares
    Change vs previous 13F +318,060 shares

    0.71% of the 13F portfolio, value $17,352,575.

    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 406,171 shares
    Change vs previous 13F +50,133 shares

    0.48% of the 13F portfolio, value $11,848,009.

    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 356,038 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $11,389,656.

    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).