ALBION FINANCIAL GROUP /UT: VOO position timeline

ALBION FINANCIAL GROUP /UT held 345,129 VOO 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 345,129 shares

   Change vs previous 13F +5,821 shares

   13.73% of the 13F portfolio, value $237,037,726.

   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 339,308 shares

   Change vs previous 13F +13,951 shares

   13.08% of the 13F portfolio, value $202,753,467.

   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 325,357 shares

   Change vs previous 13F -4,432 shares

   12.7% of the 13F portfolio, value $204,041,304.

   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 329,789 shares

   Change vs previous 13F +23,541 shares

   12.2% of the 13F portfolio, value $201,956,021.

   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 306,248 shares

   Change vs previous 13F +19,200 shares

   11.36% of the 13F portfolio, value $173,958,311.

   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 287,048 shares

   Change vs previous 13F -6,249 shares

   10.44% of the 13F portfolio, value $147,517,073.

   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 293,297 shares

   Change vs previous 13F -7,358 shares

   10.82% of the 13F portfolio, value $158,031,337.

   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 300,655 shares

   Change vs previous 13F not available

   11.01% of the 13F portfolio, value $158,646,708.

   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).