Allen Mooney & Barnes Investment Advisors LLC: WMT 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 WMT, newest first. How the timeline and the estimate are built.
Allen Mooney & Barnes Investment Advisors LLC held 45,421 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 45,421 sharesChange vs previous 13F +314 shares
0.7% of the 13F portfolio, value $4,720,147.
13F-HR 0001213900-26-107847 filed by Allen Mooney & Barnes Investment Advisors LLC
Accepted , ingested - period ended2026-06-3013F 45,107 sharesChange vs previous 13F -1,491 shares
0.78% of the 13F portfolio, value $5,108,864.
13F-HR 0001213900-26-077422 filed by Allen Mooney & Barnes Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 46,598 sharesChange vs previous 13F +204 shares
0.83% of the 13F portfolio, value $5,791,239.
13F-HR 0001213900-26-042959 filed by Allen Mooney & Barnes Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 46,394 sharesChange vs previous 13F +19 shares
0.78% of the 13F portfolio, value $5,168,769.
13F-HR 0001213900-26-005812 filed by Allen Mooney & Barnes Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 46,375 sharesChange vs previous 13F +52 shares
0.74% of the 13F portfolio, value $4,779,420.
13F-HR 0001213900-25-099029 filed by Allen Mooney & Barnes Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 46,323 sharesChange vs previous 13F +116 shares
0.74% of the 13F portfolio, value $4,529,446.
13F-HR 0001213900-25-061990 filed by Allen Mooney & Barnes Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 46,207 sharesChange vs previous 13F +398 shares
0.66% of the 13F portfolio, value $4,056,544.
13F-HR 0001213900-25-032270 filed by Allen Mooney & Barnes Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 45,809 sharesChange vs previous 13F not available
0.7% of the 13F portfolio, value $4,138,802.
13F-HR 0001213900-25-003175 filed by Allen Mooney & Barnes Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).