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Allied Investment Advisors, LLC: IBM position timeline

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

Allied Investment Advisors, LLC held 4,957 IBM 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 4,957 shares
    Change vs previous 13F -50 shares

    0.1% of the 13F portfolio, value $1,090,193.

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

  2. period ended2026-06-30
    13F 5,007 shares
    Change vs previous 13F -92 shares

    0.18% of the 13F portfolio, value $1,408,018.

    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 5,099 shares
    Change vs previous 13F -46 shares

    0.18% of the 13F portfolio, value $1,235,947.

    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 5,145 shares
    Change vs previous 13F -10 shares

    0.24% of the 13F portfolio, value $1,524,000.

    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 5,155 shares
    Change vs previous 13F +279 shares

    0.23% of the 13F portfolio, value $1,454,535.

    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 4,876 shares
    Change vs previous 13F -252 shares

    0.25% of the 13F portfolio, value $1,437,347.

    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 5,128 shares
    Change vs previous 13F -276 shares

    0.24% of the 13F portfolio, value $1,275,128.

    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 5,404 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,187,961.

    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).