Allen Mooney & Barnes Investment Advisors LLC: AEP position timeline

Allen Mooney & Barnes Investment Advisors LLC held 144,228 AEP 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 144,228 shares

   Change vs previous 13F +1,302 shares

   2.54% of the 13F portfolio, value $17,111,211.

   13F-HR 0001213900-26-107847 filed by Allen Mooney & Barnes Investment Advisors LLC
   Accepted 2026-10-08 16:43:26 UTC, ingested 2026-10-08 16:44:52 UTC

2. period ended2026-06-30

   13F 142,926 shares

   Change vs previous 13F -10,358 shares

   2.97% of the 13F portfolio, value $19,553,658.

   13F-HR 0001213900-26-077422 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 153,284 shares

   Change vs previous 13F +387 shares

   2.89% of the 13F portfolio, value $20,092,421.

   13F-HR 0001213900-26-042959 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 152,897 shares

   Change vs previous 13F +2,725 shares

   2.65% of the 13F portfolio, value $17,630,538.

   13F-HR 0001213900-26-005812 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 150,172 shares

   Change vs previous 13F +1,283 shares

   2.63% of the 13F portfolio, value $16,894,338.

   13F-HR 0001213900-25-099029 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 148,889 shares

   Change vs previous 13F +639 shares

   2.54% of the 13F portfolio, value $15,448,673.

   13F-HR 0001213900-25-061990 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 148,250 shares

   Change vs previous 13F +2,454 shares

   2.63% of the 13F portfolio, value $16,199,239.

   13F-HR 0001213900-25-032270 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 145,796 shares

   Change vs previous 13F not available

   2.27% of the 13F portfolio, value $13,446,723.

   13F-HR 0001213900-25-003175 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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