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EXENCIAL WEALTH ADVISORS, LLC: ABBV position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 41,150 ABBV shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 41,150 shares
    Change vs previous 13F -206 shares

    0.28% of the 13F portfolio, value $8,949,640.

    13F-HR 0001576151-26-000006 filed by EXENCIAL 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 ended2025-12-31
    13F 41,356 shares
    Change vs previous 13F +45 shares

    0.3% of the 13F portfolio, value $9,449,329.

    13F-HR 0001576151-26-000003 filed by EXENCIAL 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 ended2025-09-30
    13F 41,311 shares
    Change vs previous 13F +1,405 shares

    0.31% of the 13F portfolio, value $9,565,232.

    13F-HR 0001576151-25-000022 filed by EXENCIAL 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 39,906 shares
    Change vs previous 13F -2,464 shares

    0.26% of the 13F portfolio, value $7,407,298.

    13F-HR 0001576151-25-000014 filed by EXENCIAL 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 42,370 shares
    Change vs previous 13F -884 shares

    0.33% of the 13F portfolio, value $8,877,412.

    13F-HR 0001576151-25-000010 filed by EXENCIAL 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 43,254 shares
    Change vs previous 13F -1,059 shares

    0.28% of the 13F portfolio, value $7,686,251.

    13F-HR 0001576151-25-000004 filed by EXENCIAL 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 44,313 shares
    Change vs previous 13F -2,631 shares

    0.31% of the 13F portfolio, value $8,751,009.

    13F-HR 0001576151-24-000009 filed by EXENCIAL WEALTH 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 46,944 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $8,051,829.

    13F-HR 0001576151-24-000005 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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