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Beacon Harbor Wealth Advisors, Inc.: ABBV position timeline

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

Beacon Harbor Wealth Advisors, Inc. held 21,874 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,874 shares
    Change vs previous 13F -12,911 shares

    1.07% of the 13F portfolio, value $5,489,161.

    13F-HR 0002063364-26-000285 filed by Beacon Harbor Wealth Advisors, Inc.
    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 34,785 shares
    Change vs previous 13F +45 shares

    1.59% of the 13F portfolio, value $7,565,475.

    13F-HR 0002063364-26-000136 filed by Beacon Harbor Wealth Advisors, Inc.
    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 34,740 shares
    Change vs previous 13F -236 shares

    1.76% of the 13F portfolio, value $7,937,832.

    13F-HR 0002063364-26-000016 filed by Beacon Harbor Wealth Advisors, Inc.
    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 34,976 shares
    Change vs previous 13F +173 shares

    1.89% of the 13F portfolio, value $8,098,434.

    13F-HR 0002063364-25-000272 filed by Beacon Harbor Wealth Advisors, Inc.
    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 34,803 shares
    Change vs previous 13F -3,321 shares

    1.61% of the 13F portfolio, value $6,460,205.

    13F-HR 0002063364-25-000197 filed by Beacon Harbor Wealth Advisors, Inc.
    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 38,124 shares
    Change vs previous 13F -1,291 shares

    1.86% of the 13F portfolio, value $7,987,822.

    13F-HR 0002063364-25-000085 filed by Beacon Harbor Wealth Advisors, Inc.
    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 39,415 shares
    Change vs previous 13F +1,225 shares

    1.63% of the 13F portfolio, value $7,004,115.

    13F-HR 0001784093-25-000003 filed by Beacon Harbor Wealth Advisors, Inc.
    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 38,190 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $7,542,000.

    13F-HR 0001784093-24-000011 filed by Beacon Harbor Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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