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

Allen Mooney & Barnes Investment Advisors LLC held 42,941 USB 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 42,941 shares
    Change vs previous 13F +1,663 shares

    0.37% of the 13F portfolio, value $2,480,279.

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

  2. period ended2026-06-30
    13F 41,278 shares
    Change vs previous 13F -1,948 shares

    0.38% of the 13F portfolio, value $2,493,207.

    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 43,226 shares
    Change vs previous 13F +149 shares

    0.32% of the 13F portfolio, value $2,248,209.

    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 43,077 shares
    Change vs previous 13F -212 shares

    0.35% of the 13F portfolio, value $2,298,603.

    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 43,289 shares
    Change vs previous 13F +235 shares

    0.33% of the 13F portfolio, value $2,092,175.

    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 43,054 shares
    Change vs previous 13F +82 shares

    0.32% of the 13F portfolio, value $1,948,198.

    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 42,972 shares
    Change vs previous 13F +19,806 shares

    0.3% of the 13F portfolio, value $1,814,291.

    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 23,166 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,108,046.

    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).