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Allied Investment Advisors, LLC → ECG
Allied Investment Advisors, LLC ECG Position History
Everus Construction Group, Inc. • Construction
Quarters held
5
Latest value
$754K
Q3 2026
Peak value
$939K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $494K |
| Q4 2025 | $480K |
| Q1 2026 | $662K |
| Q2 2026 | $939K |
| Q3 2026 | $754K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $754K | 6.4K | — | — |
| Q2 2026 | $939K | 5.7K | — | — |
| Q1 2026 | $662K | 5.6K | — | — |
| Q4 2025 | $480K | 5.6K | — | — |
| Q3 2025 | $494K | 5.8K | — | — |
Other funds holding ECG
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$198.6M
$190.9M
$184.8M
$143.1M
$86.3M
Other Allied Investment Advisors, LLC positions
VGES
$136.4MVANGUARD SHORT-TERM BOND ETF
VGES
$80.4MVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
VGES
$65.3MVANGUARD INTERMEDIATE-TERM BOND ETF
SCHW-PJ
$59.3MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$55.7MSCHWAB US DIVIDEND EQUITY ETF
VLO
$54.1MVANGUARD HEALTH CARE ETF
SCHW-PJ
$50.1MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$48.9MSCHWAB US DIVIDEND EQUITY ETF