Legacy Wealth Management, LLC / MS: ABBV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Management, LLC / MS on ABBV, newest first. How the timeline and the estimate are built.
Legacy Wealth Management, LLC / MS held 1,014 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-07-08.
the latest 13F is the newest step
- period ended2026-06-3013F 1,014 sharesChange vs previous 13F +80 shares
0.07% of the 13F portfolio, value $255,055.
13F-HR 0001214659-26-008317 filed by Legacy Wealth Management, LLC / MS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 934 sharesChange vs previous 13F -18 shares
0.06% of the 13F portfolio, value $203,166.
13F-HR 0001214659-26-004531 filed by Legacy Wealth Management, LLC / MS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 952 sharesChange vs previous 13F +68 shares
0.06% of the 13F portfolio, value $217,584.
13F-HR 0001214659-26-000074 filed by Legacy Wealth Management, LLC / MS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 884 sharesChange vs previous 13F +884 shares
0.06% of the 13F portfolio, value $204,605.
13F-HR 0001214659-25-015245 filed by Legacy Wealth Management, LLC / MS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -1,111 shares
13F-HR 0001214659-25-009905 filed by Legacy Wealth Management, LLC / MS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 1,111 sharesChange vs previous 13F -103 shares
0.08% of the 13F portfolio, value $232,809.
13F-HR 0001214659-25-005342 filed by Legacy Wealth Management, LLC / MS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,214 sharesChange vs previous 13F -409 shares
0.09% of the 13F portfolio, value $215,728.
13F-HR 0001214659-25-000164 filed by Legacy Wealth Management, LLC / MS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,623 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $320,510.
13F-HR 0001214659-24-020407 filed by Legacy Wealth Management, LLC / MS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).