Skip to content
Disclosery

ALBION FINANCIAL GROUP /UT: PGX position timeline

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

ALBION FINANCIAL GROUP /UT held 162,964 PGX 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 162,964 shares
    Change vs previous 13F +22,169 shares

    0.1% of the 13F portfolio, value $1,766,530.

    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 140,795 shares
    Change vs previous 13F +408 shares

    0.1% of the 13F portfolio, value $1,531,850.

    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 140,387 shares
    Change vs previous 13F -23,767 shares

    0.1% of the 13F portfolio, value $1,577,950.

    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 164,154 shares
    Change vs previous 13F +2,807 shares

    0.11% of the 13F portfolio, value $1,904,187.

    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 161,347 shares
    Change vs previous 13F -3,876 shares

    0.12% of the 13F portfolio, value $1,795,793.

    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 165,223 shares
    Change vs previous 13F +59,730 shares

    0.13% of the 13F portfolio, value $1,853,803.

    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 105,493 shares
    Change vs previous 13F -12,825 shares

    0.08% of the 13F portfolio, value $1,216,335.

    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 118,318 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,461,228.

    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).