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Disclosery

Transform Wealth, LLC: ABBV position timeline

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

Transform Wealth, LLC held 90,628 ABBV shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 90,628 shares
    Change vs previous 13F -3,738 shares

    1.15% of the 13F portfolio, value $18,988,399.

    13F-HR 0001085146-25-002109 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 94,366 shares
    Change vs previous 13F +7,060 shares

    0.93% of the 13F portfolio, value $16,768,833.

    13F-HR 0001085146-25-000306 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 87,306 shares
    Change vs previous 13F +1,166 shares

    1.14% of the 13F portfolio, value $17,241,200.

    13F-HR 0001085146-24-004926 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 86,140 shares
    Change vs previous 13F +858 shares

    1.11% of the 13F portfolio, value $14,774,801.

    13F-HR 0001085146-24-002961 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 85,282 shares
    Change vs previous 13F -491 shares

    1.47% of the 13F portfolio, value $15,529,876.

    13F-HR 0001085146-24-001836 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F/A 85,773 shares
    Change vs previous 13F -14,385 shares

    1.3% of the 13F portfolio, value $13,292,223.

    13F-HR/A 0001085146-24-001543 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 100,158 shares
    Change vs previous 13F -20,203 shares

    1.57% of the 13F portfolio, value $14,929,610.

    13F-HR 0001085146-23-003682 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 120,361 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $16,216,235.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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