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

Allen Mooney & Barnes Investment Advisors LLC held 21,793 SPY 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 21,793 shares
    Change vs previous 13F +16 shares

    2.47% of the 13F portfolio, value $16,620,078.

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

  2. period ended2026-06-30
    13F 21,777 shares
    Change vs previous 13F +16 shares

    2.47% of the 13F portfolio, value $16,262,642.

    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 21,761 shares
    Change vs previous 13F +368 shares

    2.04% of the 13F portfolio, value $14,152,048.

    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 21,393 shares
    Change vs previous 13F +44 shares

    2.2% of the 13F portfolio, value $14,588,452.

    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 21,349 shares
    Change vs previous 13F -236 shares

    2.22% of the 13F portfolio, value $14,222,182.

    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 21,585 shares
    Change vs previous 13F +1,098 shares

    2.19% of the 13F portfolio, value $13,336,195.

    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 20,487 shares
    Change vs previous 13F +855 shares

    1.86% of the 13F portfolio, value $11,460,166.

    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 19,632 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $11,505,875.

    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).