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ALBION FINANCIAL GROUP /UT: ED position timeline

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

ALBION FINANCIAL GROUP /UT held 43,825 ED 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 43,825 shares
    Change vs previous 13F +480 shares

    0.28% of the 13F portfolio, value $4,848,360.

    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 43,345 shares
    Change vs previous 13F +910 shares

    0.32% of the 13F portfolio, value $4,905,788.

    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 42,435 shares
    Change vs previous 13F -4,318 shares

    0.26% of the 13F portfolio, value $4,214,645.

    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 46,753 shares
    Change vs previous 13F +1,301 shares

    0.28% of the 13F portfolio, value $4,699,612.

    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 45,452 shares
    Change vs previous 13F +123 shares

    0.3% of the 13F portfolio, value $4,561,109.

    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 45,329 shares
    Change vs previous 13F -4,449 shares

    0.35% of the 13F portfolio, value $5,012,935.

    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 49,778 shares
    Change vs previous 13F +61 shares

    0.3% of the 13F portfolio, value $4,441,691.

    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 49,717 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $5,177,032.

    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).