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WealthPlan Investment Management, LLC: ABBV position timeline

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

WealthPlan Investment Management, LLC held 47,636 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,636 shares
    Change vs previous 13F -7,514 shares

    0.6% of the 13F portfolio, value $11,987,204.

    13F-HR 0001929986-26-000006 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 55,150 shares
    Change vs previous 13F -2,710 shares

    0.67% of the 13F portfolio, value $11,994,532.

    13F-HR 0001929986-26-000005 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 57,860 shares
    Change vs previous 13F -16,067 shares

    0.84% of the 13F portfolio, value $13,220,514.

    13F-HR 0001929986-26-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 73,927 shares
    Change vs previous 13F -3,876 shares

    1.14% of the 13F portfolio, value $17,117,162.

    13F-HR 0001929986-25-000008 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 77,803 shares
    Change vs previous 13F +6,969 shares

    1.05% of the 13F portfolio, value $14,441,832.

    13F-HR 0001929986-25-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 70,834 shares
    Change vs previous 13F -1,495 shares

    1.46% of the 13F portfolio, value $14,841,074.

    13F-HR 0002009530-25-000003 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 72,329 shares
    Change vs previous 13F +158 shares

    1.27% of the 13F portfolio, value $12,852,796.

    13F-HR 0001929986-25-000001 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 72,171 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $14,252,279.

    13F-HR 0001929986-24-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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