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Disclosery

Marcum Wealth, LLC: ABBV position timeline

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

Marcum Wealth, LLC held 9,409 ABBV shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 9,409 shares
    Change vs previous 13F -30 shares

    0.17% of the 13F portfolio, value $1,971,290.

    13F-HR 0001784450-25-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 9,439 shares
    Change vs previous 13F -313 shares

    0.15% of the 13F portfolio, value $1,677,389.

    13F-HR 0001784450-25-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 9,752 shares
    Change vs previous 13F -353 shares

    0.18% of the 13F portfolio, value $1,925,822.

    13F-HR 0001784450-24-000006 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 10,105 shares
    Change vs previous 13F +31 shares

    0.17% of the 13F portfolio, value $1,733,212.

    13F-HR 0001784450-24-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 10,074 shares
    Change vs previous 13F -616 shares

    0.19% of the 13F portfolio, value $1,834,394.

    13F-HR 0001784450-24-000003 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 10,690 shares
    Change vs previous 13F +205 shares

    0.18% of the 13F portfolio, value $1,656,690.

    13F-HR 0001784450-24-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 10,485 shares
    Change vs previous 13F -478 shares

    0.19% of the 13F portfolio, value $1,562,830.

    13F-HR 0001784450-23-000005 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 10,963 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,477,065.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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