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Occidental Asset Management, LLC: ABBV position timeline

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

Occidental Asset Management, LLC held 10,577 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 10,577 shares
    Change vs previous 13F -490 shares

    0.26% of the 13F portfolio, value $2,661,596.

    13F-HR 0001214659-26-009760 filed by Occidental Asset Management, 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 11,067 shares
    Change vs previous 13F +540 shares

    0.29% of the 13F portfolio, value $2,406,962.

    13F-HR 0001214659-26-004706 filed by Occidental Asset Management, 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 10,527 shares
    Change vs previous 13F +983 shares

    0.29% of the 13F portfolio, value $2,405,314.

    13F-HR 0001214659-26-000248 filed by Occidental Asset Management, 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 9,544 shares
    Change vs previous 13F +1,485 shares

    0.28% of the 13F portfolio, value $2,209,818.

    13F-HR 0001214659-25-015461 filed by Occidental Asset Management, 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 8,059 shares
    Change vs previous 13F +105 shares

    0.21% of the 13F portfolio, value $1,495,912.

    13F-HR 0001214659-25-010386 filed by Occidental Asset Management, 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 7,954 shares
    Change vs previous 13F +611 shares

    0.25% of the 13F portfolio, value $1,666,522.

    13F-HR 0001214659-25-007758 filed by Occidental Asset Management, 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 7,343 shares
    Change vs previous 13F -647 shares

    0.2% of the 13F portfolio, value $1,304,851.

    13F-HR 0001214659-25-000577 filed by Occidental Asset Management, 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 7,990 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,577,865.

    13F-HR 0001214659-24-017492 filed by Occidental Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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