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Allied Investment Advisors, LLC: PEP position timeline

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

Allied Investment Advisors, LLC held 92,828 PEP 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 92,828 shares
    Change vs previous 13F +6,167 shares

    1.11% of the 13F portfolio, value $11,763,164.

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

  2. period ended2026-06-30
    13F 86,661 shares
    Change vs previous 13F +5,345 shares

    1.47% of the 13F portfolio, value $11,733,899.

    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 81,316 shares
    Change vs previous 13F +4,387 shares

    1.81% of the 13F portfolio, value $12,627,562.

    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 76,929 shares
    Change vs previous 13F +3,584 shares

    1.71% of the 13F portfolio, value $11,040,850.

    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 73,345 shares
    Change vs previous 13F +5,177 shares

    1.64% of the 13F portfolio, value $10,300,572.

    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 68,168 shares
    Change vs previous 13F +4,303 shares

    1.57% of the 13F portfolio, value $9,000,903.

    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 63,865 shares
    Change vs previous 13F +7,755 shares

    1.82% of the 13F portfolio, value $9,575,918.

    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 56,110 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $8,532,087.

    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).