Trace Wealth Advisors, LLC: ABBV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trace Wealth Advisors, LLC on ABBV, newest first. How the timeline and the estimate are built.
Trace Wealth Advisors, LLC held 1,575 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 1,575 sharesChange vs previous 13F -25 shares
0.26% of the 13F portfolio, value $396,333.
13F-HR 0001172661-26-002857 filed by Trace 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 1,600 sharesChange vs previous 13F -144 shares
0.26% of the 13F portfolio, value $347,984.
13F-HR 0001172661-26-001853 filed by Trace 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 1,744 sharesChange vs previous 13F -38 shares
0.29% of the 13F portfolio, value $398,487.
13F-HR 0001172661-26-000702 filed by Trace 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 1,782 sharesChange vs previous 13F +131 shares
0.31% of the 13F portfolio, value $412,604.
13F-HR 0001172661-25-004589 filed by Trace 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 1,651 sharesChange vs previous 13F +31 shares
0.25% of the 13F portfolio, value $306,459.
13F-HR 0001172661-25-003538 filed by Trace 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 1,620 sharesChange vs previous 13F 0 shares
0.3% of the 13F portfolio, value $339,422.
13F-HR 0001172661-25-002188 filed by Trace 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 1,620 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $287,874.
13F-HR 0001172661-25-001111 filed by Trace Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).