Skip to content
Disclosery

ALBION FINANCIAL GROUP /UT: IVW position timeline

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

ALBION FINANCIAL GROUP /UT held 18,244 IVW 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 18,244 shares
    Change vs previous 13F -36,800 shares

    0.15% of the 13F portfolio, value $2,509,103.

    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 55,044 shares
    Change vs previous 13F +43,224 shares

    0.4% of the 13F portfolio, value $6,226,027.

    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 11,820 shares
    Change vs previous 13F -342 shares

    0.09% of the 13F portfolio, value $1,456,934.

    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 12,162 shares
    Change vs previous 13F +217 shares

    0.09% of the 13F portfolio, value $1,468,197.

    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 11,945 shares
    Change vs previous 13F -129,102 shares

    0.09% of the 13F portfolio, value $1,315,145.

    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 141,047 shares
    Change vs previous 13F +133,747 shares

    0.93% of the 13F portfolio, value $13,093,394.

    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 7,300 shares
    Change vs previous 13F -756 shares

    0.05% of the 13F portfolio, value $741,169.

    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 8,056 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $771,362.

    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).