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ALBION FINANCIAL GROUP /UT: IJR position timeline

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

ALBION FINANCIAL GROUP /UT held 279,009 IJR 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 279,009 shares
    Change vs previous 13F -3,559 shares

    2.4% of the 13F portfolio, value $41,379,850.

    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 282,568 shares
    Change vs previous 13F +884 shares

    2.27% of the 13F portfolio, value $35,125,990.

    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 281,684 shares
    Change vs previous 13F -37,089 shares

    2.11% of the 13F portfolio, value $33,852,768.

    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 318,773 shares
    Change vs previous 13F -1,655 shares

    2.29% of the 13F portfolio, value $37,879,743.

    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 320,428 shares
    Change vs previous 13F -1,781 shares

    2.29% of the 13F portfolio, value $35,019,560.

    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 322,209 shares
    Change vs previous 13F -4,746 shares

    2.38% of the 13F portfolio, value $33,693,421.

    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 326,955 shares
    Change vs previous 13F -4,114 shares

    2.58% of the 13F portfolio, value $37,671,798.

    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 331,069 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $38,721,858.

    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).