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Heritage Wealth Management, Inc.: ABBV position timeline

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

Heritage Wealth Management, Inc. held 21,218 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,218 shares
    Change vs previous 13F -349 shares

    1.33% of the 13F portfolio, value $5,339,178.

    13F-HR 0001944755-26-000003 filed by Heritage Wealth Management, 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 21,567 shares
    Change vs previous 13F -573 shares

    2.32% of the 13F portfolio, value $4,690,679.

    13F-HR 0001944755-26-000002 filed by Heritage Wealth Management, 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 22,140 shares
    Change vs previous 13F -362 shares

    1.41% of the 13F portfolio, value $5,058,854.

    13F-HR 0001944755-26-000001 filed by Heritage Wealth Management, 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 22,502 shares
    Change vs previous 13F -238 shares

    1.53% of the 13F portfolio, value $5,210,011.

    13F-HR 0001944755-25-000006 filed by Heritage Wealth Management, 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 22,740 shares
    Change vs previous 13F -519 shares

    1.37% of the 13F portfolio, value $4,221,084.

    13F-HR 0001944755-25-000005 filed by Heritage Wealth Management, 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 23,259 shares
    Change vs previous 13F -867 shares

    1.66% of the 13F portfolio, value $4,873,245.

    13F-HR 0001944755-25-000002 filed by Heritage Wealth Management, 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 24,126 shares
    Change vs previous 13F -152 shares

    1.43% of the 13F portfolio, value $4,287,175.

    13F-HR 0001944755-25-000001 filed by Heritage Wealth Management, 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 24,278 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $4,794,343.

    13F-HR 0001944755-24-000004 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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