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

Allen Mooney & Barnes Investment Advisors LLC held 4,897 BRK-B 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 4,897 shares
    Change vs previous 13F -395 shares

    0.35% of the 13F portfolio, value $2,339,071.

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

  2. period ended2026-06-30
    13F 5,292 shares
    Change vs previous 13F -146 shares

    0.4% of the 13F portfolio, value $2,648,064.

    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 5,438 shares
    Change vs previous 13F +60 shares

    0.37% of the 13F portfolio, value $2,605,890.

    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 5,378 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $2,703,252.

    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 5,378 shares
    Change vs previous 13F -147 shares

    0.42% of the 13F portfolio, value $2,703,736.

    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 5,525 shares
    Change vs previous 13F +39 shares

    0.44% of the 13F portfolio, value $2,683,879.

    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 5,486 shares
    Change vs previous 13F -159 shares

    0.48% of the 13F portfolio, value $2,921,734.

    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 5,645 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,558,766.

    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).