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BEACON FINANCIAL GROUP: ABBV position timeline

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

BEACON FINANCIAL GROUP held 10,847 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,847 shares
    Change vs previous 13F +233 shares

    0.25% of the 13F portfolio, value $2,729,648.

    13F-HR 0001591379-26-000003 filed by BEACON FINANCIAL GROUP
    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 10,614 shares
    Change vs previous 13F +3 shares

    0.23% of the 13F portfolio, value $2,308,487.

    13F-HR 0001591379-26-000002 filed by BEACON FINANCIAL GROUP
    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 10,611 shares
    Change vs previous 13F +107 shares

    0.24% of the 13F portfolio, value $2,424,540.

    13F-HR 0001591379-26-000001 filed by BEACON FINANCIAL GROUP
    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 10,504 shares
    Change vs previous 13F +127 shares

    0.24% of the 13F portfolio, value $2,432,112.

    13F-HR 0002085853-25-000019 filed by BEACON FINANCIAL GROUP
    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 10,377 shares
    Change vs previous 13F +140 shares

    0.2% of the 13F portfolio, value $1,926,175.

    13F-HR 0001667731-25-000751 filed by BEACON FINANCIAL GROUP
    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 10,237 shares
    Change vs previous 13F -756 shares

    0.23% of the 13F portfolio, value $2,144,857.

    13F-HR 0001667731-25-000408 filed by BEACON FINANCIAL GROUP
    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 10,993 shares
    Change vs previous 13F -24 shares

    0.21% of the 13F portfolio, value $1,953,544.

    13F-HR 0001667731-25-000159 filed by BEACON FINANCIAL GROUP
    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 11,017 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,175,599.

    13F-HR 0001591379-24-000006 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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