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Bragg Financial Advisors, Inc: WFC position timeline

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

Bragg Financial Advisors, Inc held 11,695 WFC 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 11,695 shares
    Change vs previous 13F -234 shares

    0.03% of the 13F portfolio, value $966,437.

    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 11,929 shares
    Change vs previous 13F -361 shares

    0.03% of the 13F portfolio, value $949,632.

    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 12,290 shares
    Change vs previous 13F -248 shares

    0.04% of the 13F portfolio, value $1,145,386.

    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 12,538 shares
    Change vs previous 13F -1,187 shares

    0.03% of the 13F portfolio, value $1,050,897.

    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 13,725 shares
    Change vs previous 13F +68 shares

    0.04% of the 13F portfolio, value $1,099,611.

    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 13,657 shares
    Change vs previous 13F -351 shares

    0.04% of the 13F portfolio, value $980,404.

    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 14,008 shares
    Change vs previous 13F +969 shares

    0.04% of the 13F portfolio, value $983,890.

    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 13,039 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $736,574.

    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).