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Disclosery

Allied Investment Advisors, LLC: VPU position timeline

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

Allied Investment Advisors, LLC held 94,010 VPU 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 94,010 shares
    Change vs previous 13F +2,464 shares

    1.52% of the 13F portfolio, value $16,075,710.

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

  2. period ended2026-06-30
    13F 91,546 shares
    Change vs previous 13F +1,934 shares

    2.25% of the 13F portfolio, value $17,918,299.

    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 89,612 shares
    Change vs previous 13F +1,270 shares

    2.55% of the 13F portfolio, value $17,755,722.

    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 88,342 shares
    Change vs previous 13F -307 shares

    2.53% of the 13F portfolio, value $16,346,804.

    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 88,649 shares
    Change vs previous 13F -50,116 shares

    2.67% of the 13F portfolio, value $16,791,007.

    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 138,765 shares
    Change vs previous 13F +1,671 shares

    4.28% of the 13F portfolio, value $24,493,410.

    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 137,094 shares
    Change vs previous 13F +5,811 shares

    4.44% of the 13F portfolio, value $23,417,026.

    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 131,283 shares
    Change vs previous 13F not available

    4.32% of the 13F portfolio, value $21,454,268.

    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).