Skip to content
Disclosery

Martel Wealth Advisors LLC: ABBV position timeline

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

Martel Wealth Advisors LLC held 967 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 967 shares
    Change vs previous 13F -125 shares

    0.04% of the 13F portfolio, value $243,336.

    13F-HR 0001214659-26-008472 filed by Martel Wealth 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 1,092 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $237,499.

    13F-HR 0001214659-26-005396 filed by Martel Wealth 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 1,092 shares
    Change vs previous 13F +125 shares

    0.04% of the 13F portfolio, value $249,511.

    13F-HR 0001214659-26-000683 filed by Martel Wealth 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 967 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $223,899.

    13F-HR 0001214659-25-014927 filed by Martel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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