Avantax Planning Partners, Inc.: ABBV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on ABBV, newest first. How the timeline and the estimate are built.
Avantax Planning Partners, Inc. held 61,376 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 61,376 sharesChange vs previous 13F +504 shares
0.38% of the 13F portfolio, value $15,444,549.
13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 60,872 sharesChange vs previous 13F +3,283 shares
0.36% of the 13F portfolio, value $13,238,950.
13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 57,589 sharesChange vs previous 13F -257 shares
0.37% of the 13F portfolio, value $13,158,582.
13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 57,846 sharesChange vs previous 13F +541 shares
0.38% of the 13F portfolio, value $13,393,694.
13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 57,305 sharesChange vs previous 13F +286 shares
0.34% of the 13F portfolio, value $10,636,969.
13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 57,019 sharesChange vs previous 13F -3,305 shares
0.42% of the 13F portfolio, value $11,946,696.
13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 60,324 sharesChange vs previous 13F +1,453 shares
0.39% of the 13F portfolio, value $10,719,656.
13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 58,871 sharesChange vs previous 13F not available
0.42% of the 13F portfolio, value $11,625,936.
13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).