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Capital Planning Advisors, LLC: ABBV position timeline

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

Capital Planning Advisors, LLC held 12,415 ABBV shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 12,415 shares
    Change vs previous 13F -89 shares

    0.39% of the 13F portfolio, value $2,700,138.

    13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 12,504 shares
    Change vs previous 13F +2,279 shares

    0.38% of the 13F portfolio, value $2,857,039.

    13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 10,225 shares
    Change vs previous 13F +7,932 shares

    0.33% of the 13F portfolio, value $2,367,497.

    13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 2,293 shares
    Change vs previous 13F -20 shares

    0.06% of the 13F portfolio, value $425,627.

    13F-HR 0001172661-25-003407 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 2,313 shares
    Change vs previous 13F -76 shares

    0.07% of the 13F portfolio, value $484,620.

    13F-HR 0001172661-25-001696 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 2,389 shares
    Change vs previous 13F -4 shares

    0.07% of the 13F portfolio, value $424,525.

    13F-HR 0001172661-25-000259 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,393 shares
    Change vs previous 13F +510 shares

    0.07% of the 13F portfolio, value $472,570.

    13F-HR 0001172661-24-004558 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 1,883 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $322,972.

    13F-HR 0001172661-24-003236 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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