Current Market Value 571,939,355
Current Holdings 87
Most Recent File Date 2025-07-31
Total Filings on Record 31
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Allied Investment Advisors, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-31 2025-06-30 13F-HR 87 571,939
2025-04-08 2025-03-31 13F-HR 86 527,447
2025-01-31 2024-12-31 13F-HR 79 496,216
2024-10-04 2024-09-30 13F-HR 74 504,881
2024-07-12 2024-06-30 13F-HR 74 426,194
2024-04-11 2024-03-31 13F-HR 70 414,158
2024-01-10 2023-12-31 13F-HR 63 367,637
2023-10-05 2023-09-30 13F-HR 58 334,188
2023-07-11 2023-06-30 13F-HR 59 345,147
2023-04-18 2023-03-31 13F-HR 58 322,750
2023-01-13 2022-12-31 13F-HR 57 319,782
2022-10-13 2022-09-30 13F-HR 55 268,092
2022-07-13 2022-06-30 13F-HR 55 278,767
2022-04-11 2022-03-31 13F-HR 62 306,959
2022-01-20 2021-12-31 13F-HR 61 292,265
2021-10-13 2021-09-30 13F-HR 56 264,376
2021-07-16 2021-06-30 13F-HR 56 265,520
2021-04-20 2021-03-31 13F-HR 52 233,508
2021-01-19 2020-12-31 13F-HR 49 208,077
2020-10-13 2020-09-30 13F-HR 46 185,902
2020-07-10 2020-06-30 13F-HR 46 173,597
2020-04-17 2020-03-31 13F-HR 44 138,485
2020-01-24 2019-12-31 13F-HR 45 169,246
2019-10-17 2019-09-30 13F-HR 46 155,240
2019-07-17 2019-06-30 13F-HR 48 149,087
2019-04-22 2019-03-31 13F-HR 45 144,222
2019-02-01 2018-12-31 13F-HR 43 121,082
2018-10-22 2018-09-30 13F-HR 44 134,602
2018-07-26 2018-06-30 13F-HR 47 122,749
2018-04-25 2018-03-31 13F-HR 48 121,429
2018-02-01 2017-12-31 13F-HR 48 118,667