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Disclosery

Holistic Financial Partners: ABBV position timeline

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

Holistic Financial Partners held 1,561 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,561 shares
    Change vs previous 13F -1,010 shares

    0.24% of the 13F portfolio, value $392,811.

    13F-HR 0001765380-26-000225 filed by Holistic Financial Partners
    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 2,571 shares
    Change vs previous 13F -31 shares

    0.21% of the 13F portfolio, value $559,167.

    13F-HR 0001729304-26-000003 filed by Holistic Financial Partners
    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 2,602 shares
    Change vs previous 13F -218 shares

    0.22% of the 13F portfolio, value $594,531.

    13F-HR 0001729304-26-000001 filed by Holistic Financial Partners
    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 2,820 shares
    Change vs previous 13F +156 shares

    0.27% of the 13F portfolio, value $652,943.

    13F-HR 0001729304-25-000003 filed by Holistic Financial Partners
    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 2,664 shares
    Change vs previous 13F -156 shares

    0.22% of the 13F portfolio, value $494,492.

    13F-HR 0001765380-25-000285 filed by Holistic Financial Partners
    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 2,820 shares
    Change vs previous 13F +138 shares

    0.28% of the 13F portfolio, value $590,847.

    13F-HR 0001765380-25-000171 filed by Holistic Financial Partners
    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 2,682 shares
    Change vs previous 13F -28 shares

    0.24% of the 13F portfolio, value $476,592.

    13F-HR 0001765380-25-000036 filed by Holistic Financial Partners
    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 2,710 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $535,171.

    13F-HR 0001765380-24-000410 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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