Number of Shares
760
Previous 797 4.64%
Holding current value
$886 Million
Previous $836 Million 5.98%
% of portfolio
0.14%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025

SELL
N/A
-37 Reduced 4.64%
760 $886 Million
Q2 2025

Jul 08, 2025

SELL
N/A
-14,829 Reduced 94.9%
797 $836 Million
Q1 2025

Apr 15, 2025

BUY
N/A
399 Added 2.62%
15,626 $14.8 Billion
Q4 2024

Jan 14, 2025

SELL
N/A
-292 Reduced 1.88%
15,227 $15.6 Billion
Q3 2024

Oct 15, 2024

BUY
N/A
15,519 New
15,519 $14.7 Billion
Track This Portfolio

Track Allen Mooney & Barnes Investment Advisors LLC Portfolio

Follow Allen Mooney & Barnes Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allen Mooney & Barnes Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allen Mooney & Barnes Investment Advisors LLC with notifications on news.