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Disclosery

ALBION FINANCIAL GROUP /UT: AFL position timeline

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

ALBION FINANCIAL GROUP /UT held 45,395 AFL 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 45,395 shares
    Change vs previous 13F +686 shares

    0.31% of the 13F portfolio, value $5,322,564.

    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 44,709 shares
    Change vs previous 13F -112 shares

    0.32% of the 13F portfolio, value $4,905,025.

    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 44,821 shares
    Change vs previous 13F -5,022 shares

    0.31% of the 13F portfolio, value $4,942,412.

    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 49,843 shares
    Change vs previous 13F +1,273 shares

    0.34% of the 13F portfolio, value $5,567,464.

    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 48,570 shares
    Change vs previous 13F +86 shares

    0.33% of the 13F portfolio, value $5,122,193.

    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 48,484 shares
    Change vs previous 13F -1,200 shares

    0.38% of the 13F portfolio, value $5,390,936.

    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 49,684 shares
    Change vs previous 13F -258 shares

    0.35% of the 13F portfolio, value $5,139,313.

    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 49,942 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $5,583,516.

    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).