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Disclosery

Root Financial Partners, LLC: ABBV position timeline

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

Root Financial Partners, LLC held 7,203 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,203 shares
    Change vs previous 13F +729 shares

    0.07% of the 13F portfolio, value $1,812,562.

    13F-HR 0001977181-26-000003 filed by Root Financial Partners, 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 6,474 shares
    Change vs previous 13F +380 shares

    0.07% of the 13F portfolio, value $1,408,011.

    13F-HR 0001977181-26-000002 filed by Root Financial Partners, 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 6,094 shares
    Change vs previous 13F +1,380 shares

    0.07% of the 13F portfolio, value $1,392,333.

    13F-HR 0001977181-26-000001 filed by Root Financial Partners, 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 4,714 shares
    Change vs previous 13F +1,019 shares

    0.07% of the 13F portfolio, value $1,091,563.

    13F-HR 0001977181-25-000004 filed by Root Financial Partners, 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 3,695 shares
    Change vs previous 13F +1,196 shares

    0.07% of the 13F portfolio, value $685,923.

    13F-HR 0001977181-25-000002 filed by Root Financial Partners, 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 2,499 shares
    Change vs previous 13F -51 shares

    0.06% of the 13F portfolio, value $523,517.

    13F-HR 0001085146-25-002341 filed by Root Financial Partners, 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 2,550 shares
    Change vs previous 13F +754 shares

    0.06% of the 13F portfolio, value $453,175.

    13F-HR 0001085146-25-000622 filed by Root Financial Partners, 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 1,796 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $354,771.

    13F-HR 0001085146-24-005281 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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