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Disclosery

ALBION FINANCIAL GROUP /UT: MDT position timeline

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

ALBION FINANCIAL GROUP /UT held 63,236 MDT 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 63,236 shares
    Change vs previous 13F -3,966 shares

    0.29% of the 13F portfolio, value $4,946,984.

    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 67,202 shares
    Change vs previous 13F -407 shares

    0.38% of the 13F portfolio, value $5,823,088.

    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 67,609 shares
    Change vs previous 13F -3,913 shares

    0.4% of the 13F portfolio, value $6,494,559.

    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 71,522 shares
    Change vs previous 13F +1,545 shares

    0.41% of the 13F portfolio, value $6,811,793.

    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 69,977 shares
    Change vs previous 13F +913 shares

    0.4% of the 13F portfolio, value $6,099,875.

    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 69,064 shares
    Change vs previous 13F +49,206 shares

    0.44% of the 13F portfolio, value $6,206,092.

    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 19,858 shares
    Change vs previous 13F -790 shares

    0.11% of the 13F portfolio, value $1,586,258.

    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 20,648 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,858,940.

    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).