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ALBION FINANCIAL GROUP /UT: PEP position timeline

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

ALBION FINANCIAL GROUP /UT held 76,187 PEP 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 76,187 shares
    Change vs previous 13F -41,386 shares

    0.6% of the 13F portfolio, value $10,315,701.

    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 117,573 shares
    Change vs previous 13F +79,385 shares

    1.18% of the 13F portfolio, value $18,257,925.

    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 38,188 shares
    Change vs previous 13F -3,429 shares

    0.34% of the 13F portfolio, value $5,480,703.

    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 41,617 shares
    Change vs previous 13F +1,190 shares

    0.35% of the 13F portfolio, value $5,844,653.

    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 40,427 shares
    Change vs previous 13F -174 shares

    0.35% of the 13F portfolio, value $5,337,950.

    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 40,601 shares
    Change vs previous 13F +1,493 shares

    0.43% of the 13F portfolio, value $6,087,668.

    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 39,108 shares
    Change vs previous 13F +239 shares

    0.41% of the 13F portfolio, value $5,946,763.

    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 38,869 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $6,609,674.

    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).