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Disclosery

IBEX WEALTH ADVISORS: ABBV position timeline

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

IBEX WEALTH ADVISORS held 63,424 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,424 shares
    Change vs previous 13F -19,515 shares

    1.25% of the 13F portfolio, value $15,959,885.

    13F-HR 0001686242-26-000003 filed by IBEX 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 82,939 shares
    Change vs previous 13F +23,591 shares

    1.68% of the 13F portfolio, value $18,038,375.

    13F-HR 0001686242-26-000002 filed by IBEX 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 59,348 shares
    Change vs previous 13F +451 shares

    1.33% of the 13F portfolio, value $13,560,424.

    13F-HR 0001686242-26-000001 filed by IBEX 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 58,897 shares
    Change vs previous 13F +471 shares

    1.31% of the 13F portfolio, value $13,636,922.

    13F-HR 0001686242-25-000007 filed by IBEX 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 58,426 shares
    Change vs previous 13F +1,610 shares

    1.16% of the 13F portfolio, value $10,845,002.

    13F-HR 0001686242-25-000004 filed by IBEX 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 56,816 shares
    Change vs previous 13F +1,272 shares

    1.57% of the 13F portfolio, value $11,904,134.

    13F-HR 0001686242-25-000002 filed by IBEX 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 55,544 shares
    Change vs previous 13F -143 shares

    1.16% of the 13F portfolio, value $9,870,120.

    13F-HR 0001686242-25-000001 filed by IBEX 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 55,687 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $10,997,087.

    13F-HR 0001686242-24-000005 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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