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Disclosery

ALBION FINANCIAL GROUP /UT: SPYD position timeline

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

ALBION FINANCIAL GROUP /UT held 25,474 SPYD 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 25,474 shares
    Change vs previous 13F -10,125 shares

    0.07% of the 13F portfolio, value $1,215,346.

    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 35,599 shares
    Change vs previous 13F -15,951 shares

    0.1% of the 13F portfolio, value $1,620,485.

    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 51,550 shares
    Change vs previous 13F +51,549 shares

    0.14% of the 13F portfolio, value $2,229,538.

    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 1 shares
    Change vs previous 13F -376 shares

    <0.01% of the 13F portfolio, value $44.

    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 377 shares
    Change vs previous 13F -256 shares

    <0.01% of the 13F portfolio, value $16,000.

    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 633 shares
    Change vs previous 13F -8,282 shares

    <0.01% of the 13F portfolio, value $28,017.

    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 8,915 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $385,485.

    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).