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
- period ended2026-09-3013F 223,333 sharesChange 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 - period ended2026-06-3013F 215,880 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 197,732 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 184,659 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 178,812 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).