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ALBION FINANCIAL GROUP /UT: ORCL position timeline

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

ALBION FINANCIAL GROUP /UT held 2,917 ORCL 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 2,917 shares
    Change vs previous 13F -299 shares

    0.02% of the 13F portfolio, value $427,487.

    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 3,216 shares
    Change vs previous 13F -85,201 shares

    0.03% of the 13F portfolio, value $473,106.

    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 88,417 shares
    Change vs previous 13F -2,675 shares

    1.07% of the 13F portfolio, value $17,233,348.

    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 91,092 shares
    Change vs previous 13F +350 shares

    1.55% of the 13F portfolio, value $25,618,658.

    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 90,742 shares
    Change vs previous 13F -72,837 shares

    1.3% of the 13F portfolio, value $19,839,030.

    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 163,579 shares
    Change vs previous 13F +1,503 shares

    1.62% of the 13F portfolio, value $22,869,912.

    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 162,076 shares
    Change vs previous 13F -230 shares

    1.85% of the 13F portfolio, value $27,008,345.

    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 162,306 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $27,657,001.

    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).