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Disclosery

Confluence Wealth Services, Inc.: ABBV position timeline

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

Confluence Wealth Services, Inc. held 38,846 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,846 shares
    Change vs previous 13F +10,816 shares

    0.28% of the 13F portfolio, value $9,775,094.

    13F-HR 0001910411-26-000004 filed by Confluence Wealth Services, 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 28,030 shares
    Change vs previous 13F +3,977 shares

    0.24% of the 13F portfolio, value $6,096,050.

    13F-HR 0001910411-26-000003 filed by Confluence Wealth Services, 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 24,053 shares
    Change vs previous 13F -376 shares

    0.23% of the 13F portfolio, value $5,495,720.

    13F-HR 0001910411-26-000002 filed by Confluence Wealth Services, 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 24,429 shares
    Change vs previous 13F +1,097 shares

    0.28% of the 13F portfolio, value $5,656,062.

    13F-HR 0001910411-25-000006 filed by Confluence Wealth Services, 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 23,332 shares
    Change vs previous 13F -555 shares

    0.24% of the 13F portfolio, value $4,330,853.

    13F-HR 0001910411-25-000004 filed by Confluence Wealth Services, 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 23,887 shares
    Change vs previous 13F +7,379 shares

    0.27% of the 13F portfolio, value $4,229,021.

    13F-HR 0001910411-25-000002 filed by Confluence Wealth Services, 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 16,508 shares
    Change vs previous 13F +1,523 shares

    0.18% of the 13F portfolio, value $2,817,392.

    13F-HR 0001910411-25-000001 filed by Confluence Wealth Services, 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 14,985 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,959,093.

    13F-HR 0001910411-24-000005 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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