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ALBION FINANCIAL GROUP /UT: MRK position timeline

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

ALBION FINANCIAL GROUP /UT held 30,544 MRK 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 30,544 shares
    Change vs previous 13F +239 shares

    0.23% of the 13F portfolio, value $3,924,952.

    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 30,305 shares
    Change vs previous 13F -179 shares

    0.24% of the 13F portfolio, value $3,645,360.

    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 30,484 shares
    Change vs previous 13F -5,859 shares

    0.2% of the 13F portfolio, value $3,208,759.

    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 36,343 shares
    Change vs previous 13F +1,016 shares

    0.18% of the 13F portfolio, value $3,050,279.

    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 35,327 shares
    Change vs previous 13F +3,182 shares

    0.18% of the 13F portfolio, value $2,796,511.

    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 32,145 shares
    Change vs previous 13F -12,706 shares

    0.2% of the 13F portfolio, value $2,885,327.

    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 44,851 shares
    Change vs previous 13F -4,102 shares

    0.31% of the 13F portfolio, value $4,461,763.

    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 48,953 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $5,559,135.

    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).