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

Allen Mooney & Barnes Investment Advisors LLC held 10,062 SWK 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 10,062 shares
    Change vs previous 13F -1,084 shares

    0.13% of the 13F portfolio, value $891,407.

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

  2. period ended2026-06-30
    13F 11,146 shares
    Change vs previous 13F -5,253 shares

    0.16% of the 13F portfolio, value $1,049,097.

    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 16,399 shares
    Change vs previous 13F +352 shares

    0.17% of the 13F portfolio, value $1,165,317.

    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 16,047 shares
    Change vs previous 13F +160 shares

    0.18% of the 13F portfolio, value $1,191,979.

    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 15,887 shares
    Change vs previous 13F -93 shares

    0.18% of the 13F portfolio, value $1,180,910.

    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 15,980 shares
    Change vs previous 13F -8,874 shares

    0.18% of the 13F portfolio, value $1,082,636.

    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 24,854 shares
    Change vs previous 13F +174 shares

    0.31% of the 13F portfolio, value $1,910,800.

    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 24,680 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,981,590.

    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).