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Allied Investment Advisors, LLC: WFC position timeline

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

Allied Investment Advisors, LLC held 212,829 WFC 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 212,829 shares
    Change vs previous 13F +2,872 shares

    1.61% of the 13F portfolio, value $17,036,961.

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

  2. period ended2026-06-30
    13F 209,957 shares
    Change vs previous 13F +7,268 shares

    2.18% of the 13F portfolio, value $17,350,846.

    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 202,689 shares
    Change vs previous 13F +1,941 shares

    2.31% of the 13F portfolio, value $16,136,071.

    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 200,748 shares
    Change vs previous 13F +201 shares

    2.89% of the 13F portfolio, value $18,709,714.

    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 200,547 shares
    Change vs previous 13F +4,104 shares

    2.68% of the 13F portfolio, value $16,809,850.

    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 196,443 shares
    Change vs previous 13F -976 shares

    2.75% of the 13F portfolio, value $15,739,013.

    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 197,419 shares
    Change vs previous 13F -744 shares

    2.69% of the 13F portfolio, value $14,172,710.

    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 198,163 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $13,918,969.

    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).