Allen Mooney & Barnes Investment Advisors LLC: BAC 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 BAC, newest first. How the timeline and the estimate are built.
Allen Mooney & Barnes Investment Advisors LLC held 14,051 BAC shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 14,051 sharesChange vs previous 13F +83 shares
0.11% of the 13F portfolio, value $764,771.
13F-HR 0001213900-26-107847 filed by Allen Mooney & Barnes Investment Advisors LLC
Accepted , ingested - period ended2026-06-3013F 13,968 sharesChange vs previous 13F -652 shares
0.12% of the 13F portfolio, value $795,922.
13F-HR 0001213900-26-077422 filed by Allen Mooney & Barnes Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,620 sharesChange vs previous 13F -136 shares
0.1% of the 13F portfolio, value $712,730.
13F-HR 0001213900-26-042959 filed by Allen Mooney & Barnes Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,756 sharesChange vs previous 13F +1,190 shares
0.12% of the 13F portfolio, value $811,585.
13F-HR 0001213900-26-005812 filed by Allen Mooney & Barnes Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,566 sharesChange vs previous 13F -2,853 shares
0.11% of the 13F portfolio, value $699,867.
13F-HR 0001213900-25-099029 filed by Allen Mooney & Barnes Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 16,419 sharesChange vs previous 13F +727 shares
0.13% of the 13F portfolio, value $776,944.
13F-HR 0001213900-25-061990 filed by Allen Mooney & Barnes Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,692 sharesChange vs previous 13F -966 shares
0.11% of the 13F portfolio, value $654,810.
13F-HR 0001213900-25-032270 filed by Allen Mooney & Barnes Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,658 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $732,121.
13F-HR 0001213900-25-003175 filed by Allen Mooney & Barnes Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).