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

Allen Mooney & Barnes Investment Advisors LLC held 3,277 ORCL 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 3,277 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $449,964.

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

  2. period ended2026-06-30
    13F 3,274 shares
    Change vs previous 13F -998 shares

    0.07% of the 13F portfolio, value $479,828.

    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 4,272 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $628,465.

    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 4,272 shares
    Change vs previous 13F -294 shares

    0.13% of the 13F portfolio, value $832,639.

    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 4,566 shares
    Change vs previous 13F +402 shares

    0.2% of the 13F portfolio, value $1,284,006.

    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 4,164 shares
    Change vs previous 13F -849 shares

    0.15% of the 13F portfolio, value $910,363.

    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 5,013 shares
    Change vs previous 13F -28 shares

    0.11% of the 13F portfolio, value $700,885.

    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 5,041 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $840,109.

    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).