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Kapstone Financial Advisors LLC: ABBV position timeline

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

Kapstone Financial Advisors LLC held 15,264 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,264 shares
    Change vs previous 13F +1,642 shares

    1.61% of the 13F portfolio, value $3,841,081.

    13F-HR 0001951757-26-001162 filed by Kapstone Financial 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 ended2026-03-31
    13F 13,622 shares
    Change vs previous 13F -121 shares

    1.45% of the 13F portfolio, value $2,962,671.

    13F-HR 0001951757-26-000688 filed by Kapstone Financial 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 ended2025-12-31
    13F 13,743 shares
    Change vs previous 13F +1 shares

    1.56% of the 13F portfolio, value $3,140,168.

    13F-HR 0001951757-26-000364 filed by Kapstone Financial 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 ended2025-09-30
    13F 13,742 shares
    Change vs previous 13F -279 shares

    1.5% of the 13F portfolio, value $3,181,876.

    13F-HR 0001951757-25-001323 filed by Kapstone Financial 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 ended2025-06-30
    13F 14,021 shares
    Change vs previous 13F +2 shares

    1.3% of the 13F portfolio, value $2,602,497.

    13F-HR 0001951757-25-000615 filed by Kapstone Financial 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 ended2025-03-31
    13F 14,019 shares
    Change vs previous 13F -70 shares

    1.66% of the 13F portfolio, value $2,937,342.

    13F-HR 0001951757-25-000312 filed by Kapstone Financial 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 ended2024-12-31
    13F 14,089 shares
    Change vs previous 13F +43 shares

    1.32% of the 13F portfolio, value $2,469,293.

    13F-HR 0001951757-25-000186 filed by Kapstone Financial 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 ended2024-09-30
    13F 14,046 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $2,736,053.

    13F-HR 0001951757-24-001175 filed by Kapstone Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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