ALBION FINANCIAL GROUP /UT: UNH position timeline

ALBION FINANCIAL GROUP /UT held 83 UNH 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 83 shares

   Change vs previous 13F +55 shares

   <0.01% of the 13F portfolio, value $34,498.

   13F-HR 0001054677-26-000004 filed by ALBION FINANCIAL GROUP /UT
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 28 shares

   Change vs previous 13F -47 shares

   <0.01% of the 13F portfolio, value $7,577.

   13F-HR 0001054677-26-000003 filed by ALBION FINANCIAL GROUP /UT
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 75 shares

   Change vs previous 13F -251 shares

   <0.01% of the 13F portfolio, value $24,759.

   13F-HR 0001054677-26-000002 filed by ALBION FINANCIAL GROUP /UT
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 326 shares

   Change vs previous 13F -193 shares

   0.01% of the 13F portfolio, value $112,654.

   13F-HR 0001054677-25-000008 filed by ALBION FINANCIAL GROUP /UT
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 519 shares

   Change vs previous 13F -34,034 shares

   0.01% of the 13F portfolio, value $161,990.

   13F-HR 0001054677-25-000005 filed by ALBION FINANCIAL GROUP /UT
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 34,553 shares

   Change vs previous 13F -280 shares

   1.28% of the 13F portfolio, value $18,097,129.

   13F-HR 0001054677-25-000003 filed by ALBION FINANCIAL GROUP /UT
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 34,833 shares

   Change vs previous 13F -1,174 shares

   1.21% of the 13F portfolio, value $17,620,787.

   13F-HR 0001054677-25-000002 filed by ALBION FINANCIAL GROUP /UT
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 36,007 shares

   Change vs previous 13F not available

   1.46% of the 13F portfolio, value $21,052,361.

   13F-HR 0001054677-24-000007 filed by ALBION FINANCIAL GROUP /UT
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).