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Disclosery

ALBION FINANCIAL GROUP /UT: A position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALBION FINANCIAL GROUP /UT on A, newest first. How the timeline and the estimate are built.

ALBION FINANCIAL GROUP /UT held 10,160 A shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,160 shares
    Change vs previous 13F +2,334 shares

    0.08% of the 13F portfolio, value $1,349,581.

    13F-HR 0001054677-26-000004 filed by ALBION FINANCIAL GROUP /UT
    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 7,826 shares
    Change vs previous 13F -2,380 shares

    0.06% of the 13F portfolio, value $892,032.

    13F-HR 0001054677-26-000003 filed by ALBION FINANCIAL GROUP /UT
    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 10,206 shares
    Change vs previous 13F -339 shares

    0.09% of the 13F portfolio, value $1,388,760.

    13F-HR 0001054677-26-000002 filed by ALBION FINANCIAL GROUP /UT
    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 10,545 shares
    Change vs previous 13F +113 shares

    0.08% of the 13F portfolio, value $1,353,478.

    13F-HR 0001054677-25-000008 filed by ALBION FINANCIAL GROUP /UT
    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 10,432 shares
    Change vs previous 13F -53 shares

    0.08% of the 13F portfolio, value $1,231,038.

    13F-HR 0001054677-25-000005 filed by ALBION FINANCIAL GROUP /UT
    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 10,485 shares
    Change vs previous 13F +408 shares

    0.09% of the 13F portfolio, value $1,226,536.

    13F-HR 0001054677-25-000003 filed by ALBION FINANCIAL GROUP /UT
    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 10,077 shares
    Change vs previous 13F -3 shares

    0.09% of the 13F portfolio, value $1,353,745.

    13F-HR 0001054677-25-000002 filed by ALBION FINANCIAL GROUP /UT
    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 10,080 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,496,679.

    13F-HR 0001054677-24-000007 filed by ALBION FINANCIAL GROUP /UT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).