Skip to content
Disclosery

ALBION FINANCIAL GROUP /UT: XYL position timeline

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

ALBION FINANCIAL GROUP /UT held 8,663 XYL 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 8,663 shares
    Change vs previous 13F -35 shares

    0.06% of the 13F portfolio, value $1,024,096.

    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 8,698 shares
    Change vs previous 13F -57 shares

    0.07% of the 13F portfolio, value $1,039,454.

    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 8,755 shares
    Change vs previous 13F -321 shares

    0.07% of the 13F portfolio, value $1,192,305.

    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 9,076 shares
    Change vs previous 13F -5,013 shares

    0.08% of the 13F portfolio, value $1,338,763.

    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 14,089 shares
    Change vs previous 13F -233 shares

    0.12% of the 13F portfolio, value $1,822,587.

    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 14,322 shares
    Change vs previous 13F +875 shares

    0.12% of the 13F portfolio, value $1,710,907.

    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 13,447 shares
    Change vs previous 13F +331 shares

    0.11% of the 13F portfolio, value $1,560,121.

    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 13,116 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,771,054.

    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).