Allen Mooney & Barnes Investment Advisors LLC
All 13F Filings
- Location
- Thomasville, GA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 672,528
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 158 | 672,528 | 13F-HR | Allen Mooney & Barnes Investment Advisors LLC |
| Q2 2026 | 7/13/2026 | 152 | 657,550 | 13F-HR | Allen Mooney & Barnes Investment Advisors LLC |
| Q1 2026 | 4/13/2026 | 159 | 695,302 | 13F-HR | Allen Mooney & Barnes Investment Advisors LLC |
| Q4 2025 | 1/21/2026 | 162 | 664,513 | 13F-HR | Allen Mooney & Barnes Investment Advisors LLC |
| Q3 2025 | 10/15/2025 | 157 | 641,784 | 13F-HR | Allen Mooney & Barnes Investment Advisors LLC |
| Q2 2025 | 7/8/2025 | 153 | 608,881 | 13F-HR | Allen Mooney & Barnes Investment Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 601.8 K | 89.5% | 17.63 K | 0 | 17.63 K |
| ETFs | 70.7 K | 10.5% | 0 | 2.65 K | -2.65 K |
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Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
672,528
Holdings
158
QoQ value change ($000)
14,978
(2.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.