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

Allen Mooney & Barnes Investment Advisors LLC held 125,784 MRK 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 125,784 shares
    Change vs previous 13F -944 shares

    2.72% of the 13F portfolio, value $18,277,707.

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

  2. period ended2026-06-30
    13F 126,728 shares
    Change vs previous 13F -3,350 shares

    2.48% of the 13F portfolio, value $16,284,572.

    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 130,078 shares
    Change vs previous 13F +105,120 shares

    2.25% of the 13F portfolio, value $15,647,103.

    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 24,958 shares
    Change vs previous 13F +756 shares

    0.4% of the 13F portfolio, value $2,627,059.

    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 24,202 shares
    Change vs previous 13F -74 shares

    0.32% of the 13F portfolio, value $2,031,248.

    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 24,276 shares
    Change vs previous 13F +985 shares

    0.32% of the 13F portfolio, value $1,921,694.

    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 23,291 shares
    Change vs previous 13F +216 shares

    0.34% of the 13F portfolio, value $2,090,584.

    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 23,075 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,295,524.

    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).