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Allied Investment Advisors, LLC: IVV position timeline

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

Allied Investment Advisors, LLC held 504 IVV 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 504 shares
    Change vs previous 13F +58 shares

    0.04% of the 13F portfolio, value $385,988.

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

  2. period ended2026-06-30
    13F 446 shares
    Change vs previous 13F +18 shares

    0.04% of the 13F portfolio, value $334,005.

    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 428 shares
    Change vs previous 13F -54 shares

    0.04% of the 13F portfolio, value $279,574.

    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 482 shares
    Change vs previous 13F -20 shares

    0.05% of the 13F portfolio, value $330,141.

    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 502 shares
    Change vs previous 13F -61 shares

    0.05% of the 13F portfolio, value $335,989.

    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 563 shares
    Change vs previous 13F -64 shares

    0.06% of the 13F portfolio, value $349,567.

    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 627 shares
    Change vs previous 13F -36 shares

    0.07% of the 13F portfolio, value $352,311.

    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 663 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $390,295.

    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).