WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC: ABBV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC on ABBV, newest first. How the timeline and the estimate are built.
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held 3,250 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 3,250 sharesChange vs previous 13F +236 shares
0.21% of the 13F portfolio, value $817,707.
13F-HR 0001104659-26-084991 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 3,014 sharesChange vs previous 13F +3 shares
0.19% of the 13F portfolio, value $655,488.
13F-HR 0001104659-26-052565 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 3,011 sharesChange vs previous 13F -1 shares
0.22% of the 13F portfolio, value $688,096.
13F-HR 0001104659-26-014093 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 3,012 sharesChange vs previous 13F +2 shares
0.23% of the 13F portfolio, value $697,468.
13F-HR 0001104659-25-110426 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 3,010 sharesChange vs previous 13F +3 shares
0.18% of the 13F portfolio, value $558,669.
13F-HR 0001104659-25-076763 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 3,007 sharesChange vs previous 13F -55 shares
0.22% of the 13F portfolio, value $630,004.
13F-HR 0001104659-25-045676 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 3,062 sharesChange vs previous 13F +326 shares
0.2% of the 13F portfolio, value $544,032.
13F-HR 0001104659-25-012067 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,736 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $540,355.
13F-HR 0001104659-24-118610 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).