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Summit Financial, LLC: ABBV position timeline

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

Summit Financial, LLC held 93,109 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,109 shares
    Change vs previous 13F +4,080 shares

    0.26% of the 13F portfolio, value $23,429,989.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 89,029 shares
    Change vs previous 13F +20,873 shares

    0.25% of the 13F portfolio, value $19,362,997.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 68,156 shares
    Change vs previous 13F +266 shares

    0.23% of the 13F portfolio, value $15,573,053.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 67,890 shares
    Change vs previous 13F +2,235 shares

    0.24% of the 13F portfolio, value $15,719,212.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 65,655 shares
    Change vs previous 13F +6,209 shares

    0.28% of the 13F portfolio, value $12,186,905.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 59,446 shares
    Change vs previous 13F +11,701 shares

    0.35% of the 13F portfolio, value $12,455,157.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 47,745 shares
    Change vs previous 13F +7,664 shares

    0.3% of the 13F portfolio, value $8,484,249.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 40,081 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $7,915,276.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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