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Allied Investment Advisors, LLC: VTI position timeline

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

Allied Investment Advisors, LLC held 22,874 VTI 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 22,874 shares
    Change vs previous 13F +1,002 shares

    0.81% of the 13F portfolio, value $8,560,366.

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

  2. period ended2026-06-30
    13F 21,872 shares
    Change vs previous 13F +43 shares

    1.02% of the 13F portfolio, value $8,093,515.

    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 21,829 shares
    Change vs previous 13F 0 shares

    1% of the 13F portfolio, value $7,002,961.

    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 21,829 shares
    Change vs previous 13F 0 shares

    1.13% of the 13F portfolio, value $7,318,609.

    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 21,829 shares
    Change vs previous 13F +409 shares

    1.14% of the 13F portfolio, value $7,163,623.

    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 21,420 shares
    Change vs previous 13F +6,566 shares

    1.14% of the 13F portfolio, value $6,510,181.

    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 14,854 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $4,082,473.

    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).