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Charter Oak Capital Management, LLC: ABBV position timeline

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

Charter Oak Capital Management, LLC held 8,374 ABBV shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 8,374 shares
    Change vs previous 13F -23 shares

    0.14% of the 13F portfolio, value $1,821,272.

    13F-HR 0001810720-26-000004 filed by Charter Oak Capital 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 ended2025-12-31
    13F 8,397 shares
    Change vs previous 13F -44 shares

    0.15% of the 13F portfolio, value $1,918,653.

    13F-HR 0001810720-26-000002 filed by Charter Oak Capital 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 ended2025-09-30
    13F 8,441 shares
    Change vs previous 13F -230 shares

    0.15% of the 13F portfolio, value $1,954,421.

    13F-HR 0001810720-25-000003 filed by Charter Oak Capital 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 ended2025-06-30
    13F 8,671 shares
    Change vs previous 13F +134 shares

    0.14% of the 13F portfolio, value $1,609,481.

    13F-HR 0001667731-25-000777 filed by Charter Oak Capital 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 ended2025-03-31
    13F 8,537 shares
    Change vs previous 13F +78 shares

    0.16% of the 13F portfolio, value $1,788,741.

    13F-HR 0001667731-25-000416 filed by Charter Oak Capital 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 ended2024-12-31
    13F 8,459 shares
    Change vs previous 13F -333 shares

    0.14% of the 13F portfolio, value $1,503,113.

    13F-HR 0001667731-25-000083 filed by Charter Oak Capital 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 ended2024-09-30
    13F 8,792 shares
    Change vs previous 13F +712 shares

    0.16% of the 13F portfolio, value $1,736,278.

    13F-HR 0001810720-24-000004 filed by Charter Oak Capital 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 ended2024-06-30
    13F 8,080 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,385,812.

    13F-HR 0001810720-24-000003 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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