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TrinityPoint Wealth, LLC: ABBV position timeline

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

TrinityPoint Wealth, LLC held 58,169 ABBV shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 58,169 shares
    Change vs previous 13F +318 shares

    1.45% of the 13F portfolio, value $10,336,643.

    13F-HR 0001085146-25-001498 filed by TrinityPoint 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 ended2024-09-30
    13F 57,851 shares
    Change vs previous 13F +31 shares

    1.64% of the 13F portfolio, value $11,424,364.

    13F-HR 0001765380-24-000406 filed by TrinityPoint 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 ended2024-06-30
    13F 57,820 shares
    Change vs previous 13F -863 shares

    1.55% of the 13F portfolio, value $9,917,265.

    13F-HR 0001765380-24-000249 filed by TrinityPoint 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 ended2024-03-31
    13F 58,683 shares
    Change vs previous 13F +653 shares

    1.77% of the 13F portfolio, value $10,686,141.

    13F-HR 0001765380-24-000197 filed by TrinityPoint 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 ended2023-12-31
    13F/A 58,030 shares
    Change vs previous 13F -4,151 shares

    1.63% of the 13F portfolio, value $8,992,844.

    13F-HR/A 0001765380-24-000151 filed by TrinityPoint 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 ended2023-09-30
    13F 62,181 shares
    Change vs previous 13F +666 shares

    1.85% of the 13F portfolio, value $9,268,731.

    13F-HR 0001765380-23-000217 filed by TrinityPoint 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 ended2023-06-30
    13F 61,515 shares
    Change vs previous 13F +1,273 shares

    1.62% of the 13F portfolio, value $8,287,953.

    13F-HR 0001765380-23-000130 filed by TrinityPoint 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 ended2023-03-31
    13F 60,242 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $9,600,699.

    13F-HR 0001765380-23-000089 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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