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AE Wealth Management LLC: ABBV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on ABBV, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 354,989 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 354,989 shares
    Change vs previous 13F +25,557 shares

    0.42% of the 13F portfolio, value $89,329,243.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 329,432 shares
    Change vs previous 13F +35,412 shares

    0.39% of the 13F portfolio, value $71,647,860.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 294,020 shares
    Change vs previous 13F +7,696 shares

    0.39% of the 13F portfolio, value $67,180,681.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 286,324 shares
    Change vs previous 13F +18,651 shares

    0.42% of the 13F portfolio, value $66,295,703.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 267,673 shares
    Change vs previous 13F +17,167 shares

    0.36% of the 13F portfolio, value $49,685,610.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 250,506 shares
    Change vs previous 13F +6,786 shares

    0.44% of the 13F portfolio, value $52,486,045.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 243,720 shares
    Change vs previous 13F +17,791 shares

    0.37% of the 13F portfolio, value $43,308,555.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 225,929 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $44,616,234.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).