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ALBION FINANCIAL GROUP /UT: SHE position timeline

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

ALBION FINANCIAL GROUP /UT held 46,408 SHE 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 46,408 shares
    Change vs previous 13F +1,716 shares

    0.42% of the 13F portfolio, value $7,167,193.

    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 44,692 shares
    Change vs previous 13F -380 shares

    0.37% of the 13F portfolio, value $5,712,068.

    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 45,072 shares
    Change vs previous 13F -1,312 shares

    0.37% of the 13F portfolio, value $5,952,731.

    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 46,384 shares
    Change vs previous 13F +10,955 shares

    0.36% of the 13F portfolio, value $5,912,017.

    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 35,429 shares
    Change vs previous 13F +139 shares

    0.29% of the 13F portfolio, value $4,422,302.

    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 35,290 shares
    Change vs previous 13F +4,053 shares

    0.28% of the 13F portfolio, value $4,027,760.

    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 31,237 shares
    Change vs previous 13F +390 shares

    0.25% of the 13F portfolio, value $3,617,252.

    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 30,847 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,503,879.

    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).