Skip to content
Disclosery

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

Allen Mooney & Barnes Investment Advisors LLC held 4,717 DUK 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 4,717 shares
    Change vs previous 13F -25 shares

    0.08% of the 13F portfolio, value $537,756.

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

  2. period ended2026-06-30
    13F 4,742 shares
    Change vs previous 13F -3,254 shares

    0.09% of the 13F portfolio, value $600,194.

    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 7,996 shares
    Change vs previous 13F +16 shares

    0.15% of the 13F portfolio, value $1,047,042.

    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 7,980 shares
    Change vs previous 13F -7 shares

    0.14% of the 13F portfolio, value $935,329.

    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 7,987 shares
    Change vs previous 13F +16 shares

    0.15% of the 13F portfolio, value $988,433.

    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 7,971 shares
    Change vs previous 13F -57 shares

    0.15% of the 13F portfolio, value $940,556.

    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 8,028 shares
    Change vs previous 13F +17 shares

    0.16% of the 13F portfolio, value $979,164.

    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 8,011 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $863,054.

    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).