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Annex Advisory Services, LLC: ABBV position timeline

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

Annex Advisory Services, LLC held 54,007 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,007 shares
    Change vs previous 13F -1,033 shares

    0.23% of the 13F portfolio, value $13,590,270.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, 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 55,040 shares
    Change vs previous 13F -5,368 shares

    0.22% of the 13F portfolio, value $11,970,536.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, 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 60,408 shares
    Change vs previous 13F +1,167 shares

    0.26% of the 13F portfolio, value $13,802,699.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, 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 59,241 shares
    Change vs previous 13F +2,731 shares

    0.29% of the 13F portfolio, value $13,716,671.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, 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 56,510 shares
    Change vs previous 13F -1,154 shares

    0.25% of the 13F portfolio, value $10,489,476.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, 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 57,664 shares
    Change vs previous 13F -4,370 shares

    0.34% of the 13F portfolio, value $12,081,766.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, 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 62,034 shares
    Change vs previous 13F -976 shares

    0.33% of the 13F portfolio, value $11,023,418.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, 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 63,010 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $12,443,173.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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