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Disclosery

Allied Investment Advisors, LLC: VHT position timeline

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

Allied Investment Advisors, LLC held 145,231 VHT 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 145,231 shares
    Change vs previous 13F -35,709 shares

    4.34% of the 13F portfolio, value $45,904,614.

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

  2. period ended2026-06-30
    13F 180,940 shares
    Change vs previous 13F +9,234 shares

    6.79% of the 13F portfolio, value $54,102,869.

    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 171,706 shares
    Change vs previous 13F +4,426 shares

    6.7% of the 13F portfolio, value $46,760,695.

    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 167,280 shares
    Change vs previous 13F +3,755 shares

    7.44% of the 13F portfolio, value $48,151,548.

    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 163,525 shares
    Change vs previous 13F +8,610 shares

    6.76% of the 13F portfolio, value $42,451,090.

    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 154,915 shares
    Change vs previous 13F +8,386 shares

    6.73% of the 13F portfolio, value $38,471,591.

    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 146,529 shares
    Change vs previous 13F +9,422 shares

    7.35% of the 13F portfolio, value $38,790,622.

    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 137,107 shares
    Change vs previous 13F not available

    7.01% of the 13F portfolio, value $34,782,675.

    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).