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Bragg Financial Advisors, Inc: UPS position timeline

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

Bragg Financial Advisors, Inc held 0 UPS shares at 2025-09-30 per its 13F-HR filed 2025-11-13.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -3,489 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 3,489 shares
    Change vs previous 13F -29,516 shares

    0.01% of the 13F portfolio, value $352,180.

    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).

  3. period ended2025-03-31
    13F 33,005 shares
    Change vs previous 13F -1,221 shares

    0.15% of the 13F portfolio, value $3,630,220.

    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).

  4. period ended2024-12-31
    13F 34,226 shares
    Change vs previous 13F -1,993 shares

    0.17% of the 13F portfolio, value $4,315,899.

    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).

  5. period ended2024-09-30
    13F 36,219 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $4,938,099.

    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).