Strata Wealth Advisors, LLC: ABBV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strata Wealth Advisors, LLC on ABBV, newest first. How the timeline and the estimate are built.
Strata Wealth Advisors, LLC held 1,802 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 1,802 sharesChange vs previous 13F +147 shares
0.11% of the 13F portfolio, value $453,455.
13F-HR 0001946237-26-000006 filed by Strata Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,655 sharesChange vs previous 13F -25 shares
0.1% of the 13F portfolio, value $359,946.
13F-HR 0001946237-26-000003 filed by Strata Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,680 sharesChange vs previous 13F +36 shares
0.11% of the 13F portfolio, value $383,863.
13F-HR 0001946237-26-000002 filed by Strata Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,644 sharesChange vs previous 13F +275 shares
0.1% of the 13F portfolio, value $380,652.
13F-HR 0001946237-25-000008 filed by Strata Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,369 sharesChange vs previous 13F +154 shares
0.07% of the 13F portfolio, value $254,114.
13F-HR 0001946237-25-000007 filed by Strata Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,215 sharesChange vs previous 13F -295 shares
0.08% of the 13F portfolio, value $254,567.
13F-HR 0001946237-25-000005 filed by Strata Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,510 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $268,327.
13F-HR 0001946237-25-000001 filed by Strata Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).