Skip to content
Disclosery

Phoenix Wealth Advisors: ABBV position timeline

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

Phoenix Wealth Advisors held 12,783 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,783 shares
    Change vs previous 13F -256 shares

    1.08% of the 13F portfolio, value $3,216,657.

    13F-HR 0001842362-26-000005 filed by Phoenix Wealth Advisors
    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 13,039 shares
    Change vs previous 13F -631 shares

    1.12% of the 13F portfolio, value $2,835,775.

    13F-HR 0001842362-26-000003 filed by Phoenix Wealth Advisors
    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 13,670 shares
    Change vs previous 13F -81 shares

    1.2% of the 13F portfolio, value $3,123,382.

    13F-HR 0001842362-26-000001 filed by Phoenix Wealth Advisors
    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 13,751 shares
    Change vs previous 13F -275 shares

    1.22% of the 13F portfolio, value $3,183,851.

    13F-HR 0001842362-25-000007 filed by Phoenix Wealth Advisors
    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 14,026 shares
    Change vs previous 13F +12,087 shares

    1.09% of the 13F portfolio, value $2,603,452.

    13F-HR 0001842362-25-000004 filed by Phoenix Wealth Advisors
    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 1,939 shares
    Change vs previous 13F -16 shares

    0.18% of the 13F portfolio, value $406,330.

    13F-HR 0001842362-25-000003 filed by Phoenix Wealth Advisors
    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 1,955 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $347,404.

    13F-HR 0001842362-25-000001 filed by Phoenix Wealth Advisors
    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 1,955 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $386,073.

    13F-HR 0001842362-24-000005 filed by Phoenix Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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