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ALBION FINANCIAL GROUP /UT: AVGO position timeline

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

ALBION FINANCIAL GROUP /UT held 81,864 AVGO 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 81,864 shares
    Change vs previous 13F -13,698 shares

    1.79% of the 13F portfolio, value $30,924,177.

    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 95,562 shares
    Change vs previous 13F -1,392 shares

    1.91% of the 13F portfolio, value $29,577,278.

    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 96,954 shares
    Change vs previous 13F -12,435 shares

    2.09% of the 13F portfolio, value $33,555,863.

    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 109,389 shares
    Change vs previous 13F -13,310 shares

    2.18% of the 13F portfolio, value $36,088,500.

    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 122,699 shares
    Change vs previous 13F -391 shares

    2.21% of the 13F portfolio, value $33,821,875.

    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 123,090 shares
    Change vs previous 13F -3,998 shares

    1.46% of the 13F portfolio, value $20,609,000.

    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 127,088 shares
    Change vs previous 13F -4,165 shares

    2.02% of the 13F portfolio, value $29,464,000.

    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 131,253 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $22,641,181.

    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).