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Allen Mooney & Barnes Investment Advisors LLC: AAPL position timeline

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

Allen Mooney & Barnes Investment Advisors LLC held 117,671 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 117,671 shares
    Change vs previous 13F -1,672 shares

    5.83% of the 13F portfolio, value $39,186,881.

    13F-HR 0001213900-26-107847 filed by Allen Mooney & Barnes Investment Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 119,343 shares
    Change vs previous 13F -14,140 shares

    5.25% of the 13F portfolio, value $34,533,132.

    13F-HR 0001213900-26-077422 filed by Allen Mooney & Barnes 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 133,483 shares
    Change vs previous 13F +1,513 shares

    4.87% of the 13F portfolio, value $33,876,657.

    13F-HR 0001213900-26-042959 filed by Allen Mooney & Barnes 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 131,970 shares
    Change vs previous 13F -1,011 shares

    5.4% of the 13F portfolio, value $35,877,255.

    13F-HR 0001213900-26-005812 filed by Allen Mooney & Barnes 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 132,981 shares
    Change vs previous 13F -4,947 shares

    5.28% of the 13F portfolio, value $33,861,063.

    13F-HR 0001213900-25-099029 filed by Allen Mooney & Barnes 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 137,928 shares
    Change vs previous 13F +1,697 shares

    4.65% of the 13F portfolio, value $28,298,586.

    13F-HR 0001213900-25-061990 filed by Allen Mooney & Barnes 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 136,231 shares
    Change vs previous 13F -29,046 shares

    4.92% of the 13F portfolio, value $30,260,886.

    13F-HR 0001213900-25-032270 filed by Allen Mooney & Barnes 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 165,277 shares
    Change vs previous 13F not available

    6.98% of the 13F portfolio, value $41,388,550.

    13F-HR 0001213900-25-003175 filed by Allen Mooney & Barnes Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).