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TruWealth Advisors, LLC: ABBV position timeline

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

TruWealth Advisors, LLC held 90,190 ABBV shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 90,190 shares
    Change vs previous 13F +2,961 shares

    0.94% of the 13F portfolio, value $19,614,755.

    13F-HR 0002085853-26-000301 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 87,229 shares
    Change vs previous 13F -60,644 shares

    0.97% of the 13F portfolio, value $19,930,953.

    13F-HR 0002085853-26-000014 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 147,873 shares
    Change vs previous 13F +5,316 shares

    1.73% of the 13F portfolio, value $34,237,193.

    13F-HR 0002085853-25-000011 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 142,557 shares
    Change vs previous 13F +7,790 shares

    1.46% of the 13F portfolio, value $26,460,989.

    13F-HR 0001667731-25-000725 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 134,767 shares
    Change vs previous 13F -22,874 shares

    1.7% of the 13F portfolio, value $28,235,801.

    13F-HR 0001667731-25-000395 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 157,641 shares
    Change vs previous 13F +1,160 shares

    1.69% of the 13F portfolio, value $28,012,581.

    13F-HR 0001667731-25-000029 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 156,481 shares
    Change vs previous 13F +2,171 shares

    1.89% of the 13F portfolio, value $30,901,449.

    13F-HR 0001834985-24-000005 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 154,310 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $26,467,302.

    13F-HR 0001834985-24-000003 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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