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ALBION FINANCIAL GROUP /UT: FSS position timeline

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

ALBION FINANCIAL GROUP /UT held 10,019 FSS 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 10,019 shares
    Change vs previous 13F -64 shares

    0.07% of the 13F portfolio, value $1,287,342.

    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 10,083 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,090,376.

    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 10,083 shares
    Change vs previous 13F -512 shares

    0.07% of the 13F portfolio, value $1,094,913.

    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 10,595 shares
    Change vs previous 13F -3 shares

    0.08% of the 13F portfolio, value $1,260,700.

    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 10,598 shares
    Change vs previous 13F +20 shares

    0.07% of the 13F portfolio, value $1,127,840.

    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 10,578 shares
    Change vs previous 13F -1,548 shares

    0.06% of the 13F portfolio, value $778,012.

    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 12,126 shares
    Change vs previous 13F +153 shares

    0.08% of the 13F portfolio, value $1,120,322.

    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 11,973 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,118,997.

    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).