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Allied Investment Advisors, LLC: BRK-B position timeline

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

Allied Investment Advisors, LLC held 3,657 BRK-B 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 3,657 shares
    Change vs previous 13F +21 shares

    0.17% of the 13F portfolio, value $1,821,003.

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

  2. period ended2026-06-30
    13F 3,636 shares
    Change vs previous 13F +100 shares

    0.23% of the 13F portfolio, value $1,819,418.

    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 3,536 shares
    Change vs previous 13F -407 shares

    0.24% of the 13F portfolio, value $1,694,451.

    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 3,943 shares
    Change vs previous 13F -186 shares

    0.31% of the 13F portfolio, value $1,981,949.

    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 4,129 shares
    Change vs previous 13F +408 shares

    0.33% of the 13F portfolio, value $2,075,813.

    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).

  6. period ended2025-06-30
    13F 3,721 shares
    Change vs previous 13F -77 shares

    0.32% of the 13F portfolio, value $1,807,550.

    13F-HR 0001729869-25-000006 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).

  7. period ended2025-03-31
    13F 3,798 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $2,022,739.

    13F-HR 0001729869-25-000004 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).

  8. period ended2024-12-31
    13F 3,798 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,721,557.

    13F-HR 0001729869-25-000002 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).