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Allied Investment Advisors, LLC: O position timeline

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

Allied Investment Advisors, LLC held 223,333 O 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 223,333 shares
    Change vs previous 13F +7,453 shares

    1.15% of the 13F portfolio, value $12,126,982.

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

  2. period ended2026-06-30
    13F 215,880 shares
    Change vs previous 13F +18,148 shares

    1.68% of the 13F portfolio, value $13,375,925.

    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 197,732 shares
    Change vs previous 13F +13,073 shares

    1.73% of the 13F portfolio, value $12,097,244.

    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 184,659 shares
    Change vs previous 13F +5,847 shares

    1.61% of the 13F portfolio, value $10,409,228.

    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 178,812 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $10,869,981.

    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).