WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV: ABBV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV on ABBV, newest first. How the timeline and the estimate are built.

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV held 23,876 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F 23,876 shares
Change vs previous 13F -93 shares
1.49% of the 13F portfolio, value $6,008,129.
13F-HR 0000752365-26-000004 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 23,969 shares
Change vs previous 13F -718 shares
1.47% of the 13F portfolio, value $5,212,964.
13F-HR 0000752365-26-000003 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 24,687 shares
Change vs previous 13F +25 shares
1.51% of the 13F portfolio, value $5,640,695.
13F-HR 0000752365-26-000001 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 24,662 shares
Change vs previous 13F -1,068 shares
1.58% of the 13F portfolio, value $5,710,246.
13F-HR 0000752365-25-000009 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 25,730 shares
Change vs previous 13F -1,327 shares
1.39% of the 13F portfolio, value $4,776,003.
13F-HR 0000752365-25-000004 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 27,057 shares
Change vs previous 13F +241 shares
1.71% of the 13F portfolio, value $5,669,010.
13F-HR 0000752365-25-000002 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 26,816 shares
Change vs previous 13F -217 shares
1.44% of the 13F portfolio, value $4,765,226.
13F-HR 0000752365-25-000001 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 27,033 shares
Change vs previous 13F not available
1.62% of the 13F portfolio, value $5,338,389.
13F-HR 0000752365-24-000004 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).