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ALBION FINANCIAL GROUP /UT: WEC position timeline

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

ALBION FINANCIAL GROUP /UT held 64,349 WEC 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 64,349 shares
    Change vs previous 13F +1,193 shares

    0.44% of the 13F portfolio, value $7,514,015.

    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 63,156 shares
    Change vs previous 13F -415 shares

    0.47% of the 13F portfolio, value $7,311,535.

    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 63,571 shares
    Change vs previous 13F -462 shares

    0.42% of the 13F portfolio, value $6,704,171.

    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 64,033 shares
    Change vs previous 13F +1,273 shares

    0.44% of the 13F portfolio, value $7,337,525.

    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 62,760 shares
    Change vs previous 13F +809 shares

    0.43% of the 13F portfolio, value $6,539,578.

    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 61,951 shares
    Change vs previous 13F +5,548 shares

    0.48% of the 13F portfolio, value $6,751,410.

    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 56,403 shares
    Change vs previous 13F +74 shares

    0.36% of the 13F portfolio, value $5,304,139.

    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 56,329 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $5,417,724.

    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).