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Allied Investment Advisors, LLC: FDX position timeline

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

Allied Investment Advisors, LLC held 51,258 FDX 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 51,258 shares
    Change vs previous 13F +2,002 shares

    1.38% of the 13F portfolio, value $14,613,144.

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

  2. period ended2026-06-30
    13F 49,256 shares
    Change vs previous 13F +251 shares

    1.94% of the 13F portfolio, value $15,423,521.

    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 49,005 shares
    Change vs previous 13F -705 shares

    2.5% of the 13F portfolio, value $17,454,576.

    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 49,710 shares
    Change vs previous 13F +1,176 shares

    2.22% of the 13F portfolio, value $14,359,198.

    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 48,534 shares
    Change vs previous 13F +2,312 shares

    1.82% of the 13F portfolio, value $11,444,763.

    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 46,222 shares
    Change vs previous 13F +2,777 shares

    1.84% of the 13F portfolio, value $10,506,673.

    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 43,445 shares
    Change vs previous 13F +2,641 shares

    2.01% of the 13F portfolio, value $10,590,956.

    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 40,804 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $11,479,301.

    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).