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ALBION FINANCIAL GROUP /UT: SRLN position timeline

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

ALBION FINANCIAL GROUP /UT held 61,511 SRLN 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 61,511 shares
    Change vs previous 13F +5,630 shares

    0.14% of the 13F portfolio, value $2,478,279.

    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 55,881 shares
    Change vs previous 13F +19 shares

    0.14% of the 13F portfolio, value $2,243,064.

    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 55,862 shares
    Change vs previous 13F -7,679 shares

    0.14% of the 13F portfolio, value $2,305,425.

    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 63,541 shares
    Change vs previous 13F +1,136 shares

    0.16% of the 13F portfolio, value $2,642,035.

    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 62,405 shares
    Change vs previous 13F -849 shares

    0.17% of the 13F portfolio, value $2,595,424.

    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 63,254 shares
    Change vs previous 13F +4,944 shares

    0.18% of the 13F portfolio, value $2,601,638.

    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 58,310 shares
    Change vs previous 13F -9,353 shares

    0.17% of the 13F portfolio, value $2,433,277.

    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 67,663 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,825,607.

    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).