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

Allen Mooney & Barnes Investment Advisors LLC held 49,862 UNH 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 49,862 shares
    Change vs previous 13F +393 shares

    2.72% of the 13F portfolio, value $18,303,331.

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

  2. period ended2026-06-30
    13F 49,469 shares
    Change vs previous 13F -2,767 shares

    3.13% of the 13F portfolio, value $20,560,714.

    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 52,236 shares
    Change vs previous 13F +2,258 shares

    2.03% of the 13F portfolio, value $14,134,606.

    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 49,978 shares
    Change vs previous 13F -859 shares

    2.48% of the 13F portfolio, value $16,498,377.

    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 50,837 shares
    Change vs previous 13F +9,775 shares

    2.74% of the 13F portfolio, value $17,553,968.

    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 41,062 shares
    Change vs previous 13F +18,151 shares

    2.1% of the 13F portfolio, value $12,810,047.

    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 22,911 shares
    Change vs previous 13F +1,445 shares

    1.95% of the 13F portfolio, value $11,999,680.

    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 21,466 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $10,858,888.

    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).