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Balboa Wealth Partners: ABBV position timeline

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

Balboa Wealth Partners held 10,057 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,057 shares
    Change vs previous 13F +567 shares

    0.34% of the 13F portfolio, value $2,530,661.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 9,490 shares
    Change vs previous 13F -348 shares

    0.35% of the 13F portfolio, value $2,064,013.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 9,838 shares
    Change vs previous 13F +375 shares

    0.37% of the 13F portfolio, value $2,247,940.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 9,463 shares
    Change vs previous 13F +328 shares

    0.38% of the 13F portfolio, value $2,191,025.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 9,135 shares
    Change vs previous 13F +1,325 shares

    0.34% of the 13F portfolio, value $1,695,564.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 7,810 shares
    Change vs previous 13F +617 shares

    0.4% of the 13F portfolio, value $1,636,325.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 7,193 shares
    Change vs previous 13F +308 shares

    0.29% of the 13F portfolio, value $1,278,246.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 6,885 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,359,652.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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