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

Allen Mooney & Barnes Investment Advisors LLC held 4,906 IWR 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 4,906 shares
    Change vs previous 13F -755 shares

    0.08% of the 13F portfolio, value $523,508.

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

  2. period ended2026-06-30
    13F 5,661 shares
    Change vs previous 13F -259 shares

    0.09% of the 13F portfolio, value $624,474.

    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 5,920 shares
    Change vs previous 13F -288 shares

    0.08% of the 13F portfolio, value $575,630.

    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 6,208 shares
    Change vs previous 13F -125 shares

    0.09% of the 13F portfolio, value $597,644.

    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 6,333 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $611,451.

    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 6,333 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $582,446.

    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 6,333 shares
    Change vs previous 13F +335 shares

    0.09% of the 13F portfolio, value $538,748.

    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 5,998 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $530,223.

    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).