Bragg Financial Advisors, Inc
Holdings in UPBD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $19,404,625 | 1,105,047 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $23,296,557 | 985,889 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $22,330,039 | 889,643 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $17,352,574 | 724,231 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $11,848,008 | 406,171 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $11,389,655 | 356,038 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $10,844,406 | 353,238 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $8,898,024 | 252,713 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $8,241,563 | 242,613 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $6,246,345 | 212,100 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $4,964,301 | 159,470 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $3,828,339 | 156,195 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $3,473,759 | 154,047 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $2,626,500 | 150,000 | Shares | Sole | 2022-11-14 |