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Allied Investment Advisors, LLC: AMRZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allied Investment Advisors, LLC on AMRZ, newest first. How the timeline and the estimate are built.

Allied Investment Advisors, LLC held 264,812 AMRZ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 264,812 shares
    Change vs previous 13F +24,363 shares

    0.94% of the 13F portfolio, value $9,901,321.

    13F-HR 0001729869-26-000006 filed by Allied Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 240,449 shares
    Change vs previous 13F +20,182 shares

    1.61% of the 13F portfolio, value $12,815,932.

    13F-HR 0001729869-26-000004 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 220,267 shares
    Change vs previous 13F +12,619 shares

    1.77% of the 13F portfolio, value $12,339,357.

    13F-HR 0001729869-26-000003 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 207,648 shares
    Change vs previous 13F +11,570 shares

    1.74% of the 13F portfolio, value $11,229,604.

    13F-HR 0001729869-26-000001 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 196,078 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $9,515,665.

    13F-HR 0001729869-25-000009 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).