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ALBION FINANCIAL GROUP /UT: IWR position timeline

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

ALBION FINANCIAL GROUP /UT held 519,943 IWR 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 519,943 shares
    Change vs previous 13F -337,428 shares

    3.32% of the 13F portfolio, value $57,360,162.

    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 857,371 shares
    Change vs previous 13F +3,898 shares

    5.38% of the 13F portfolio, value $83,362,145.

    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 853,473 shares
    Change vs previous 13F -20,650 shares

    5.11% of the 13F portfolio, value $82,163,813.

    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 874,123 shares
    Change vs previous 13F +2,464 shares

    5.1% of the 13F portfolio, value $84,396,554.

    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 871,659 shares
    Change vs previous 13F -4,458 shares

    5.24% of the 13F portfolio, value $80,166,516.

    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 876,117 shares
    Change vs previous 13F -116 shares

    5.27% of the 13F portfolio, value $74,531,271.

    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 876,233 shares
    Change vs previous 13F -29,603 shares

    5.3% of the 13F portfolio, value $77,458,980.

    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 905,836 shares
    Change vs previous 13F not available

    5.54% of the 13F portfolio, value $79,840,381.

    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).