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Avitas Wealth Management LLC: ABBV position timeline

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

Avitas Wealth Management LLC held 19,607 ABBV shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 19,607 shares
    Change vs previous 13F -211 shares

    0.48% of the 13F portfolio, value $3,484,164.

    13F-HR 0001734565-25-000001 filed by Avitas 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 ended2024-09-30
    13F 19,818 shares
    Change vs previous 13F -4,538 shares

    0.55% of the 13F portfolio, value $3,913,659.

    13F-HR 0001734565-24-000007 filed by Avitas 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 ended2024-06-30
    13F 24,356 shares
    Change vs previous 13F -245 shares

    0.61% of the 13F portfolio, value $4,177,541.

    13F-HR 0001734565-24-000004 filed by Avitas 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 ended2024-03-31
    13F 24,601 shares
    Change vs previous 13F -45 shares

    0.68% of the 13F portfolio, value $4,479,842.

    13F-HR 0001734565-24-000003 filed by Avitas 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 ended2023-12-31
    13F 24,646 shares
    Change vs previous 13F +468 shares

    0.64% of the 13F portfolio, value $3,819,391.

    13F-HR 0001734565-24-000001 filed by Avitas 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 ended2023-09-30
    13F 24,178 shares
    Change vs previous 13F -9,645 shares

    0.69% of the 13F portfolio, value $3,603,973.

    13F-HR 0001734565-23-000005 filed by Avitas 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 ended2023-06-30
    13F 33,823 shares
    Change vs previous 13F -390 shares

    0.82% of the 13F portfolio, value $4,556,973.

    13F-HR 0001734565-23-000004 filed by Avitas 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 ended2023-03-31
    13F 34,213 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $5,452,526.

    13F-HR 0001734565-23-000003 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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