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ALBION FINANCIAL GROUP /UT: PWRD position timeline

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

ALBION FINANCIAL GROUP /UT held 72,216 PWRD 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 72,216 shares
    Change vs previous 13F +569 shares

    0.51% of the 13F portfolio, value $8,879,658.

    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 71,647 shares
    Change vs previous 13F -925 shares

    0.45% of the 13F portfolio, value $7,004,624.

    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 72,572 shares
    Change vs previous 13F -1,009 shares

    0.43% of the 13F portfolio, value $6,978,187.

    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 73,581 shares
    Change vs previous 13F -210 shares

    0.43% of the 13F portfolio, value $7,188,177.

    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 73,791 shares
    Change vs previous 13F +8,428 shares

    0.43% of the 13F portfolio, value $6,653,719.

    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 65,363 shares
    Change vs previous 13F +1,142 shares

    0.32% of the 13F portfolio, value $4,558,790.

    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 64,221 shares
    Change vs previous 13F +24,743 shares

    0.32% of the 13F portfolio, value $4,660,518.

    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 39,478 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,918,574.

    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).