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ALBION FINANCIAL GROUP /UT: DIS position timeline

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

ALBION FINANCIAL GROUP /UT held 109,744 DIS 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 109,744 shares
    Change vs previous 13F +3,767 shares

    0.61% of the 13F portfolio, value $10,562,903.

    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 105,977 shares
    Change vs previous 13F +2,933 shares

    0.66% of the 13F portfolio, value $10,214,107.

    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 103,044 shares
    Change vs previous 13F -6,674 shares

    0.73% of the 13F portfolio, value $11,723,305.

    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 109,718 shares
    Change vs previous 13F +2,296 shares

    0.76% of the 13F portfolio, value $12,562,700.

    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 107,422 shares
    Change vs previous 13F +2,393 shares

    0.87% of the 13F portfolio, value $13,321,392.

    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 105,029 shares
    Change vs previous 13F +4,722 shares

    0.73% of the 13F portfolio, value $10,366,354.

    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 100,307 shares
    Change vs previous 13F +2,952 shares

    0.76% of the 13F portfolio, value $11,169,176.

    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 97,355 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $9,364,618.

    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).