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Bragg Financial Advisors, Inc: XLK position timeline

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

Bragg Financial Advisors, Inc held 18,556 XLK 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 18,556 shares
    Change vs previous 13F -1,131 shares

    0.09% of the 13F portfolio, value $3,535,290.

    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 19,687 shares
    Change vs previous 13F +275 shares

    0.08% of the 13F portfolio, value $2,616,403.

    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 19,412 shares
    Change vs previous 13F +9,843 shares

    0.09% of the 13F portfolio, value $2,794,746.

    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 9,569 shares
    Change vs previous 13F +41 shares

    0.09% of the 13F portfolio, value $2,697,119.

    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 9,528 shares
    Change vs previous 13F -621 shares

    0.09% of the 13F portfolio, value $2,412,776.

    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 10,149 shares
    Change vs previous 13F -1,129 shares

    0.09% of the 13F portfolio, value $2,095,566.

    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 11,278 shares
    Change vs previous 13F +799 shares

    0.11% of the 13F portfolio, value $2,622,361.

    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 10,479 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,365,740.

    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).