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Allied Investment Advisors, LLC: BSV position timeline

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

Allied Investment Advisors, LLC held 1,784,911 BSV 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 1,784,911 shares
    Change vs previous 13F +1,510,920 shares

    12.88% of the 13F portfolio, value $136,367,200.

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

  2. period ended2026-06-30
    13F 273,991 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $21,346,639.

    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 ยง4.2).