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ALBION FINANCIAL GROUP /UT: GBDC position timeline

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

ALBION FINANCIAL GROUP /UT held 38,748 GBDC 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 38,748 shares
    Change vs previous 13F -1,845 shares

    0.03% of the 13F portfolio, value $499,075.

    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 40,593 shares
    Change vs previous 13F +4,733 shares

    0.03% of the 13F portfolio, value $513,908.

    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 35,860 shares
    Change vs previous 13F -17,000 shares

    0.03% of the 13F portfolio, value $486,621.

    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 52,860 shares
    Change vs previous 13F -16,974 shares

    0.04% of the 13F portfolio, value $723,654.

    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 69,834 shares
    Change vs previous 13F +3,754 shares

    0.07% of the 13F portfolio, value $1,023,069.

    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 66,080 shares
    Change vs previous 13F -43,748 shares

    0.07% of the 13F portfolio, value $1,000,452.

    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 109,828 shares
    Change vs previous 13F -4,134 shares

    0.11% of the 13F portfolio, value $1,664,986.

    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 113,962 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,721,961.

    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).