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Summit Financial Strategies, Inc.: ABBV position timeline

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

Summit Financial Strategies, Inc. held 9,308 ABBV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,308 shares
    Change vs previous 13F +30 shares

    0.17% of the 13F portfolio, value $2,434,809.

    13F-HR 0001172661-26-004530 filed by Summit Financial Strategies, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,278 shares
    Change vs previous 13F -4,873 shares

    0.16% of the 13F portfolio, value $2,334,648.

    13F-HR 0001172661-26-002788 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 14,151 shares
    Change vs previous 13F +4,672 shares

    0.24% of the 13F portfolio, value $3,077,758.

    13F-HR 0001172661-26-001585 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,479 shares
    Change vs previous 13F -15 shares

    0.18% of the 13F portfolio, value $2,165,770.

    13F-HR 0001172661-26-000321 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,494 shares
    Change vs previous 13F -187 shares

    0.19% of the 13F portfolio, value $2,198,278.

    13F-HR 0001172661-25-004368 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,681 shares
    Change vs previous 13F +52 shares

    0.17% of the 13F portfolio, value $1,796,915.

    13F-HR 0001172661-25-002643 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,629 shares
    Change vs previous 13F +172 shares

    0.2% of the 13F portfolio, value $2,017,411.

    13F-HR 0001172661-25-001645 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,457 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,680,574.

    13F-HR 0001172661-25-000296 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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