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Allied Investment Advisors, LLC: VTV position timeline

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

Allied Investment Advisors, LLC held 9,903 VTV 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 9,903 shares
    Change vs previous 13F +1,454 shares

    0.2% of the 13F portfolio, value $2,139,840.

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

  2. period ended2026-06-30
    13F 8,449 shares
    Change vs previous 13F +231 shares

    0.23% of the 13F portfolio, value $1,841,291.

    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 8,218 shares
    Change vs previous 13F +612 shares

    0.23% of the 13F portfolio, value $1,612,372.

    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 7,606 shares
    Change vs previous 13F -682 shares

    0.22% of the 13F portfolio, value $1,452,670.

    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 8,288 shares
    Change vs previous 13F +3,042 shares

    0.25% of the 13F portfolio, value $1,545,629.

    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 5,246 shares
    Change vs previous 13F +1,225 shares

    0.16% of the 13F portfolio, value $927,178.

    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 4,021 shares
    Change vs previous 13F +2,253 shares

    0.13% of the 13F portfolio, value $694,588.

    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 1,768 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $299,322.

    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).