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EP Wealth Advisors, LLC: ABBV position timeline

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

EP Wealth Advisors, LLC held 297,328 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 297,328 shares
    Change vs previous 13F +35,677 shares

    0.29% of the 13F portfolio, value $74,819,632.

    13F-HR 0001398344-26-014114 filed by EP Wealth 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 ended2026-03-31
    13F 261,651 shares
    Change vs previous 13F +4,917 shares

    0.28% of the 13F portfolio, value $56,906,550.

    13F-HR 0001398344-26-009125 filed by EP Wealth 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 ended2025-12-31
    13F 256,734 shares
    Change vs previous 13F +129,292 shares

    0.3% of the 13F portfolio, value $58,661,068.

    13F-HR 0001398344-26-003327 filed by EP Wealth 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 127,442 shares
    Change vs previous 13F +1,314 shares

    0.16% of the 13F portfolio, value $23,655,821.

    13F-HR 0001398344-25-015642 filed by EP Wealth 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 126,128 shares
    Change vs previous 13F +21,090 shares

    0.21% of the 13F portfolio, value $26,426,298.

    13F-HR 0001398344-25-009656 filed by EP Wealth 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 105,038 shares
    Change vs previous 13F +4,691 shares

    0.15% of the 13F portfolio, value $18,665,291.

    13F-HR 0001398344-25-002748 filed by EP Wealth 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 100,347 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $19,816,419.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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