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

Allen Mooney & Barnes Investment Advisors LLC held 44,771 MSFT 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 44,771 shares
    Change vs previous 13F -407 shares

    3.41% of the 13F portfolio, value $22,963,018.

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

  2. period ended2026-06-30
    13F 45,178 shares
    Change vs previous 13F -2,002 shares

    2.56% of the 13F portfolio, value $16,852,423.

    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 47,180 shares
    Change vs previous 13F +551 shares

    2.51% of the 13F portfolio, value $17,464,707.

    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 46,629 shares
    Change vs previous 13F +312 shares

    3.39% of the 13F portfolio, value $22,550,620.

    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 46,317 shares
    Change vs previous 13F -935 shares

    3.74% of the 13F portfolio, value $23,990,094.

    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 47,252 shares
    Change vs previous 13F +464 shares

    3.86% of the 13F portfolio, value $23,503,665.

    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 46,788 shares
    Change vs previous 13F -12,296 shares

    2.86% of the 13F portfolio, value $17,563,744.

    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 59,084 shares
    Change vs previous 13F not available

    4.2% of the 13F portfolio, value $24,903,805.

    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).