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

Allen Mooney & Barnes Investment Advisors LLC held 35,184 BMY 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 35,184 shares
    Change vs previous 13F +2,133 shares

    0.33% of the 13F portfolio, value $2,195,493.

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

  2. period ended2026-06-30
    13F 33,051 shares
    Change vs previous 13F -924 shares

    0.29% of the 13F portfolio, value $1,904,399.

    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 33,975 shares
    Change vs previous 13F -251 shares

    0.3% of the 13F portfolio, value $2,060,595.

    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 34,226 shares
    Change vs previous 13F +380 shares

    0.28% of the 13F portfolio, value $1,846,131.

    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 33,846 shares
    Change vs previous 13F +74 shares

    0.24% of the 13F portfolio, value $1,526,449.

    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 33,772 shares
    Change vs previous 13F +573 shares

    0.26% of the 13F portfolio, value $1,563,323.

    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 33,199 shares
    Change vs previous 13F +406 shares

    0.33% of the 13F portfolio, value $2,024,781.

    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 32,793 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,854,798.

    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).