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ALBION FINANCIAL GROUP /UT: HD position timeline

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

ALBION FINANCIAL GROUP /UT held 37,861 HD 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 37,861 shares
    Change vs previous 13F +950 shares

    0.77% of the 13F portfolio, value $13,352,888.

    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 36,911 shares
    Change vs previous 13F -40 shares

    0.78% of the 13F portfolio, value $12,139,747.

    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 36,951 shares
    Change vs previous 13F -2,236 shares

    0.79% of the 13F portfolio, value $12,714,949.

    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 39,187 shares
    Change vs previous 13F -28,792 shares

    0.96% of the 13F portfolio, value $15,878,373.

    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 67,979 shares
    Change vs previous 13F +364 shares

    1.63% of the 13F portfolio, value $24,923,983.

    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 67,615 shares
    Change vs previous 13F +903 shares

    1.75% of the 13F portfolio, value $24,780,086.

    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 66,712 shares
    Change vs previous 13F +511 shares

    1.78% of the 13F portfolio, value $25,950,311.

    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 66,201 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $26,824,790.

    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).