Skip to content
Disclosery

ALBION FINANCIAL GROUP /UT: IBB position timeline

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

ALBION FINANCIAL GROUP /UT held 119,635 IBB 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 119,635 shares
    Change vs previous 13F -512 shares

    1.32% of the 13F portfolio, value $22,753,461.

    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 120,147 shares
    Change vs previous 13F +410 shares

    1.31% of the 13F portfolio, value $20,286,892.

    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 119,737 shares
    Change vs previous 13F -3,615 shares

    1.26% of the 13F portfolio, value $20,208,085.

    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 123,352 shares
    Change vs previous 13F -641 shares

    1.08% of the 13F portfolio, value $17,808,389.

    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 123,993 shares
    Change vs previous 13F +172 shares

    1.02% of the 13F portfolio, value $15,686,408.

    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 123,821 shares
    Change vs previous 13F -4,877 shares

    1.12% of the 13F portfolio, value $15,836,760.

    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 128,698 shares
    Change vs previous 13F -1,282 shares

    1.16% of the 13F portfolio, value $17,015,219.

    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 129,980 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $18,925,150.

    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).