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Disclosery

ALBION FINANCIAL GROUP /UT: V position timeline

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

ALBION FINANCIAL GROUP /UT held 67,769 V 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 67,769 shares
    Change vs previous 13F -169 shares

    1.35% of the 13F portfolio, value $23,250,853.

    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 67,938 shares
    Change vs previous 13F +351 shares

    1.32% of the 13F portfolio, value $20,533,456.

    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 67,587 shares
    Change vs previous 13F -1,661 shares

    1.48% of the 13F portfolio, value $23,703,539.

    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 69,248 shares
    Change vs previous 13F +1,413 shares

    1.43% of the 13F portfolio, value $23,639,902.

    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 67,835 shares
    Change vs previous 13F +103 shares

    1.57% of the 13F portfolio, value $24,084,750.

    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 67,732 shares
    Change vs previous 13F +730 shares

    1.68% of the 13F portfolio, value $23,737,221.

    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 67,002 shares
    Change vs previous 13F +1,200 shares

    1.45% of the 13F portfolio, value $21,175,375.

    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 65,802 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $18,092,211.

    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).