Allen Mooney & Barnes Investment Advisors LLC: WFC position timeline

Allen Mooney & Barnes Investment Advisors LLC held 2,535 WFC 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 2,535 shares

   Change vs previous 13F -1,018 shares

   0.03% of the 13F portfolio, value $202,914.

   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 3,553 shares

   Change vs previous 13F -475 shares

   0.04% of the 13F portfolio, value $293,624.

   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 4,028 shares

   Change vs previous 13F -67 shares

   0.05% of the 13F portfolio, value $320,692.

   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 4,095 shares

   Change vs previous 13F -136 shares

   0.06% of the 13F portfolio, value $381,652.

   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 4,231 shares

   Change vs previous 13F +152 shares

   0.06% of the 13F portfolio, value $354,637.

   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 4,079 shares

   Change vs previous 13F -12 shares

   0.05% of the 13F portfolio, value $326,775.

   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).

7. period ended2025-03-31

   13F 4,091 shares

   Change vs previous 13F -58 shares

   0.05% of the 13F portfolio, value $293,714.

   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).

8. period ended2024-12-31

   13F 4,149 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $291,437.

   13F-HR 0001213900-25-003175 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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