Skip to content
Disclosery

Bragg Financial Advisors, Inc: WM position timeline

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

Bragg Financial Advisors, Inc held 1,794 WM 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 1,794 shares
    Change vs previous 13F -21 shares

    0.01% of the 13F portfolio, value $399,847.

    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 1,815 shares
    Change vs previous 13F +234 shares

    0.01% of the 13F portfolio, value $417,069.

    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 1,581 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $347,362.

    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 1,581 shares
    Change vs previous 13F -70 shares

    0.01% of the 13F portfolio, value $349,133.

    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 1,651 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $377,782.

    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 1,646 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $381,066.

    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 1,646 shares
    Change vs previous 13F -95 shares

    0.01% of the 13F portfolio, value $332,147.

    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 1,741 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $361,432.

    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).