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ALBION FINANCIAL GROUP /UT: VRT position timeline

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

ALBION FINANCIAL GROUP /UT held 144 VRT 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 144 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $48,215.

    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 144 shares
    Change vs previous 13F -1,032 shares

    <0.01% of the 13F portfolio, value $36,084.

    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 1,176 shares
    Change vs previous 13F -850 shares

    0.01% of the 13F portfolio, value $190,524.

    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 2,026 shares
    Change vs previous 13F -110,055 shares

    0.02% of the 13F portfolio, value $305,643.

    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 112,081 shares
    Change vs previous 13F +5,813 shares

    0.94% of the 13F portfolio, value $14,392,259.

    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 106,268 shares
    Change vs previous 13F -2,419 shares

    0.54% of the 13F portfolio, value $7,672,579.

    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 108,687 shares
    Change vs previous 13F +7,005 shares

    0.85% of the 13F portfolio, value $12,347,955.

    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 101,682 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $10,116,352.

    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).