Allen Mooney & Barnes Investment Advisors LLC quarter change: USA Rights, New
In rights (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Allen Mooney & Barnes Investment Advisors LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2001461): 2026-03-31 (filed 2026-04-13) and 2026-06-30 (filed 2026-07-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | United States | $0.696B | 724 |
| CALTON & ASSOCIATES, INC. | United States | $0.696B | 438 |
| Manchester Capital Management LLC | United States | $0.694B | 1,309 |
| AUXIER ASSET MANAGEMENT LLC | United States | $0.696B | 176 |
| JLB & ASSOCIATES INC | United States | $0.696B | 70 |
| Ironwood Investment Counsel, LLC | United States | $0.694B | 264 |
| CORTLAND ASSOCIATES INC/MO | United States | $0.697B | 62 |
| FOURPATH CAPITAL MANAGEMENT, LLC | United States | $0.697B | 218 |
| Golden Unicorn (BVI) Ltd | British Virgin Islands | $0.697B | 4 |
| Abundance Wealth Counselors | United States | $0.697B | 246 |