Skip to content

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

Allen Mooney & Barnes Investment Advisors LLC held 712 BLK 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 712 shares
    Change vs previous 13F -3 shares

    0.11% of the 13F portfolio, value $753,428.

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

  2. period ended2026-06-30
    13F 715 shares
    Change vs previous 13F -21 shares

    0.1% of the 13F portfolio, value $687,087.

    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 736 shares
    Change vs previous 13F -8 shares

    0.1% of the 13F portfolio, value $707,993.

    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 744 shares
    Change vs previous 13F -16 shares

    0.12% of the 13F portfolio, value $796,072.

    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 760 shares
    Change vs previous 13F -37 shares

    0.14% of the 13F portfolio, value $885,777.

    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 797 shares
    Change vs previous 13F -14,829 shares

    0.14% of the 13F portfolio, value $835,763.

    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 15,626 shares
    Change vs previous 13F +399 shares

    2.4% of the 13F portfolio, value $14,789,321.

    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 15,227 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $15,609,400.

    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).