DEFINED WEALTH MANAGEMENT, LLC: ABBV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DEFINED WEALTH MANAGEMENT, LLC on ABBV, newest first. How the timeline and the estimate are built.
DEFINED WEALTH MANAGEMENT, LLC held 1,972 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 1,972 sharesChange vs previous 13F +92 shares
0.26% of the 13F portfolio, value $496,234.
13F-HR 0001849518-26-000005 filed by DEFINED WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,880 sharesChange vs previous 13F -44 shares
0.24% of the 13F portfolio, value $408,881.
13F-HR 0001849518-26-000004 filed by DEFINED WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,924 sharesChange vs previous 13F +24 shares
0.25% of the 13F portfolio, value $439,615.
13F-HR 0001849518-26-000001 filed by DEFINED WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,900 sharesChange vs previous 13F +59 shares
0.26% of the 13F portfolio, value $439,926.
13F-HR 0001849518-25-000007 filed by DEFINED WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,841 sharesChange vs previous 13F +367 shares
0.21% of the 13F portfolio, value $341,726.
13F-HR 0001831193-25-000006 filed by DEFINED WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,474 sharesChange vs previous 13F -97 shares
0.21% of the 13F portfolio, value $308,832.
13F-HR 0001849518-25-000003 filed by DEFINED WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,571 sharesChange vs previous 13F +31 shares
0.18% of the 13F portfolio, value $279,167.
13F-HR 0001849518-25-000001 filed by DEFINED WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,540 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $304,119.
13F-HR 0001975550-24-000010 filed by DEFINED WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).