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Disclosery

ALBION FINANCIAL GROUP /UT: UTSL position timeline

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

ALBION FINANCIAL GROUP /UT held 0 UTSL shares at 2025-12-31 per its 13F-HR filed 2026-01-21.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -630 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 630 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $27,739.

    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).

  3. period ended2025-06-30
    13F 630 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $23,329.

    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).

  4. period ended2025-03-31
    13F 630 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $21,943.

    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).

  5. period ended2024-12-31
    13F 630 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $20,160.

    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).

  6. period ended2024-09-30
    13F 630 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $25,219.

    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).