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

Allen Mooney & Barnes Investment Advisors LLC held 131,529 MDT 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 131,529 shares
    Change vs previous 13F +1,493 shares

    1.69% of the 13F portfolio, value $11,349,670.

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

  2. period ended2026-06-30
    13F 130,036 shares
    Change vs previous 13F -11,716 shares

    1.55% of the 13F portfolio, value $10,172,718.

    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 141,752 shares
    Change vs previous 13F +2,721 shares

    1.77% of the 13F portfolio, value $12,282,839.

    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 139,031 shares
    Change vs previous 13F +1,083 shares

    2.01% of the 13F portfolio, value $13,355,318.

    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 137,948 shares
    Change vs previous 13F +2,136 shares

    2.05% of the 13F portfolio, value $13,138,132.

    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 135,812 shares
    Change vs previous 13F +1,504 shares

    1.94% of the 13F portfolio, value $11,838,710.

    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 134,308 shares
    Change vs previous 13F +6,360 shares

    1.96% of the 13F portfolio, value $12,068,922.

    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 127,948 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $10,220,517.

    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).