Allied Investment Advisors, LLC: USB position timeline

Allied Investment Advisors, LLC held 281,617 USB 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 281,617 shares

   Change vs previous 13F +2,385 shares

   1.54% of the 13F portfolio, value $16,266,198.

   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 279,232 shares

   Change vs previous 13F +6,785 shares

   2.12% of the 13F portfolio, value $16,865,613.

   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 272,447 shares

   Change vs previous 13F +4,288 shares

   2.03% of the 13F portfolio, value $14,169,968.

   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 268,159 shares

   Change vs previous 13F +8,598 shares

   2.21% of the 13F portfolio, value $14,308,964.

   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 259,561 shares

   Change vs previous 13F +10,295 shares

   2% of the 13F portfolio, value $12,544,583.

   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 249,266 shares

   Change vs previous 13F +14,301 shares

   1.97% of the 13F portfolio, value $11,279,287.

   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 234,965 shares

   Change vs previous 13F +10,953 shares

   1.88% of the 13F portfolio, value $9,920,222.

   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 224,012 shares

   Change vs previous 13F not available

   2.16% of the 13F portfolio, value $10,714,494.

   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).