Allied Investment Advisors, LLC: MSFT position timeline

Allied Investment Advisors, LLC held 68,320 MSFT 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 68,320 shares

   Change vs previous 13F +195 shares

   3.31% of the 13F portfolio, value $35,041,575.

   13F-HR 0001729869-26-000006 filed by Allied Investment Advisors, LLC
   Accepted 2026-10-13 19:04:52 UTC, ingested 2026-10-13 19:06:13 UTC

2. period ended2026-06-30

   13F 68,125 shares

   Change vs previous 13F +1,984 shares

   3.19% of the 13F portfolio, value $25,412,167.

   13F-HR 0001729869-26-000004 filed by Allied Investment Advisors, LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 66,141 shares

   Change vs previous 13F +1,757 shares

   3.51% of the 13F portfolio, value $24,483,593.

   13F-HR 0001729869-26-000003 filed by Allied Investment Advisors, LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 64,384 shares

   Change vs previous 13F +324 shares

   4.81% of the 13F portfolio, value $31,137,623.

   13F-HR 0001729869-26-000001 filed by Allied Investment Advisors, LLC
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 64,060 shares

   Change vs previous 13F +1,783 shares

   5.28% of the 13F portfolio, value $33,180,127.

   13F-HR 0001729869-25-000009 filed by Allied Investment Advisors, LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 62,277 shares

   Change vs previous 13F -135 shares

   5.42% of the 13F portfolio, value $30,976,945.

   13F-HR 0001729869-25-000006 filed by Allied Investment Advisors, LLC
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 62,412 shares

   Change vs previous 13F +1,310 shares

   4.44% of the 13F portfolio, value $23,429,022.

   13F-HR 0001729869-25-000004 filed by Allied Investment Advisors, LLC
   Filed 2025-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 61,102 shares

   Change vs previous 13F not available

   5.19% of the 13F portfolio, value $25,754,696.

   13F-HR 0001729869-25-000002 filed by Allied Investment Advisors, LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).