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Allen Mooney & Barnes Investment Advisors LLC: AXP 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 AXP, newest first. How the timeline and the estimate are built.

Allen Mooney & Barnes Investment Advisors LLC held 49,897 AXP 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 49,897 shares
    Change vs previous 13F +571 shares

    2.26% of the 13F portfolio, value $15,173,796.

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

  2. period ended2026-06-30
    13F 49,326 shares
    Change vs previous 13F -2,040 shares

    2.54% of the 13F portfolio, value $16,684,499.

    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 51,366 shares
    Change vs previous 13F +954 shares

    2.23% of the 13F portfolio, value $15,537,274.

    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 50,412 shares
    Change vs previous 13F +169 shares

    2.81% of the 13F portfolio, value $18,650,098.

    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 50,243 shares
    Change vs previous 13F -16,344 shares

    2.6% of the 13F portfolio, value $16,688,570.

    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 66,587 shares
    Change vs previous 13F -463 shares

    3.49% of the 13F portfolio, value $21,239,770.

    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 67,050 shares
    Change vs previous 13F -1,603 shares

    2.93% of the 13F portfolio, value $18,039,845.

    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 68,653 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $20,375,428.

    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).