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Disclosery

ALBION FINANCIAL GROUP /UT: SUSB position timeline

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

ALBION FINANCIAL GROUP /UT held 64,474 SUSB 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 64,474 shares
    Change vs previous 13F +5,592 shares

    0.09% of the 13F portfolio, value $1,611,214.

    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 58,882 shares
    Change vs previous 13F +234 shares

    0.1% of the 13F portfolio, value $1,475,885.

    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 58,648 shares
    Change vs previous 13F +2,278 shares

    0.09% of the 13F portfolio, value $1,480,267.

    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 56,370 shares
    Change vs previous 13F +7,807 shares

    0.09% of the 13F portfolio, value $1,426,727.

    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 48,563 shares
    Change vs previous 13F +2,963 shares

    0.08% of the 13F portfolio, value $1,222,341.

    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 45,600 shares
    Change vs previous 13F +14,310 shares

    0.08% of the 13F portfolio, value $1,139,544.

    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 31,290 shares
    Change vs previous 13F +330 shares

    0.05% of the 13F portfolio, value $772,863.

    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 30,960 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $778,954.

    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).