Allen Mooney & Barnes Investment Advisors LLC: WELL position timeline

Allen Mooney & Barnes Investment Advisors LLC held 1,256 WELL 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 1,256 shares

   Change vs previous 13F +12 shares

   0.04% of the 13F portfolio, value $289,072.

   13F-HR 0001213900-26-107847 filed by Allen Mooney & Barnes Investment Advisors LLC
   Accepted 2026-10-08 16:43:26 UTC, ingested 2026-10-08 16:44:52 UTC

2. period ended2026-06-30

   13F 1,244 shares

   Change vs previous 13F -24 shares

   0.04% of the 13F portfolio, value $282,264.

   13F-HR 0001213900-26-077422 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 1,268 shares

   Change vs previous 13F -15 shares

   0.04% of the 13F portfolio, value $250,651.

   13F-HR 0001213900-26-042959 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 1,283 shares

   Change vs previous 13F -11 shares

   0.04% of the 13F portfolio, value $238,098.

   13F-HR 0001213900-26-005812 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 1,294 shares

   Change vs previous 13F +1,294 shares

   0.04% of the 13F portfolio, value $230,468.

   13F-HR 0001213900-25-099029 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -1,323 shares

   13F-HR 0001213900-25-061990 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

7. period ended2025-03-31

   13F 1,323 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $202,738.

   13F-HR 0001213900-25-032270 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).