Allied Investment Advisors, LLC historic quarter change: USA SPAC Units, New
In units (a share and a warrant or right, mostly SPACs) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Allied Investment Advisors, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1729869), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-31); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Sio Capital Management, LLC | United States | $0.697B | 76 |
| Kelman-Lazarov, Inc. | United States | $0.698B | 140 |
| Abundance Wealth Counselors | United States | $0.697B | 246 |
| Golden Unicorn (BVI) Ltd | British Virgin Islands | $0.697B | 4 |
| FOURPATH CAPITAL MANAGEMENT, LLC | United States | $0.697B | 218 |
| CORTLAND ASSOCIATES INC/MO | United States | $0.697B | 62 |
| WILKINS INVESTMENT COUNSEL INC | United States | $0.698B | 119 |
| JLB & ASSOCIATES INC | United States | $0.696B | 70 |
| AUXIER ASSET MANAGEMENT LLC | United States | $0.696B | 176 |
| Tensile Capital Management LP | United States | $0.698B | 25 |