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Heritage Wealth Advisors: ABBV position timeline

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

Heritage Wealth Advisors held 7,574 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,574 shares
    Change vs previous 13F +503 shares

    0.07% of the 13F portfolio, value $1,905,883.

    13F-HR 0001591122-26-000008 filed by Heritage Wealth Advisors
    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 7,071 shares
    Change vs previous 13F +603 shares

    0.06% of the 13F portfolio, value $1,537,941.

    13F-HR 0001591122-26-000003 filed by Heritage Wealth Advisors
    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 6,468 shares
    Change vs previous 13F -6 shares

    0.06% of the 13F portfolio, value $1,477,883.

    13F-HR 0001591122-26-000002 filed by Heritage Wealth Advisors
    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 6,474 shares
    Change vs previous 13F +2 shares

    0.07% of the 13F portfolio, value $1,498,973.

    13F-HR 0001591122-25-000010 filed by Heritage Wealth Advisors
    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 6,472 shares
    Change vs previous 13F -1,010 shares

    0.06% of the 13F portfolio, value $1,201,241.

    13F-HR 0001591122-25-000007 filed by Heritage Wealth Advisors
    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 7,482 shares
    Change vs previous 13F -1,175 shares

    0.08% of the 13F portfolio, value $1,567,585.

    13F-HR 0001591122-25-000004 filed by Heritage Wealth Advisors
    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 8,657 shares
    Change vs previous 13F -771 shares

    0.08% of the 13F portfolio, value $1,538,399.

    13F-HR 0001591122-25-000002 filed by Heritage Wealth Advisors
    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 9,428 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,861,762.

    13F-HR 0001591122-24-000007 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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