Allen Mooney & Barnes Investment Advisors LLC
Position in BLK — BlackRock, Inc.
CIK 2001461
Thomasville, GA
Position in BLK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$687,515
-$20,303 QoQ
Shares Held
715
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,352
of 2,275 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Allen Mooney & Barnes Investment Advisors LLC holds $11,099,209 across 5 Asset Management names. BLK ranks #2 (6.2% of the industry book) .
All Filings in BLK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $687,515 | 715 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $707,818 | 736 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $796,332 | 744 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $886,061 | 760 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $836,252 | 797 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $14,789,696 | 15,626 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $15,609,349 | 15,227 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $14,735,445 | 15,519 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||