ALBION FINANCIAL GROUP /UT: JMBS position timeline

ALBION FINANCIAL GROUP /UT held 676,034 JMBS 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 676,034 shares

   Change vs previous 13F +31,158 shares

   1.76% of the 13F portfolio, value $30,414,760.

   13F-HR 0001054677-26-000004 filed by ALBION FINANCIAL GROUP /UT
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 644,876 shares

   Change vs previous 13F +21,024 shares

   1.88% of the 13F portfolio, value $29,135,502.

   13F-HR 0001054677-26-000003 filed by ALBION FINANCIAL GROUP /UT
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 623,852 shares

   Change vs previous 13F +26,043 shares

   1.77% of the 13F portfolio, value $28,503,820.

   13F-HR 0001054677-26-000002 filed by ALBION FINANCIAL GROUP /UT
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 597,809 shares

   Change vs previous 13F +29,680 shares

   1.65% of the 13F portfolio, value $27,301,926.

   13F-HR 0001054677-25-000008 filed by ALBION FINANCIAL GROUP /UT
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 568,129 shares

   Change vs previous 13F +2,818 shares

   1.67% of the 13F portfolio, value $25,594,223.

   13F-HR 0001054677-25-000005 filed by ALBION FINANCIAL GROUP /UT
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 565,311 shares

   Change vs previous 13F +23,436 shares

   1.81% of the 13F portfolio, value $25,552,062.

   13F-HR 0001054677-25-000003 filed by ALBION FINANCIAL GROUP /UT
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 541,875 shares

   Change vs previous 13F +65,378 shares

   1.64% of the 13F portfolio, value $23,940,030.

   13F-HR 0001054677-25-000002 filed by ALBION FINANCIAL GROUP /UT
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 476,497 shares

   Change vs previous 13F not available

   1.54% of the 13F portfolio, value $22,228,580.

   13F-HR 0001054677-24-000007 filed by ALBION FINANCIAL GROUP /UT
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).