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Disclosery

Whelan Financial: ABBV position timeline

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

Whelan Financial held 1,697 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,697 shares
    Change vs previous 13F -91 shares

    0.12% of the 13F portfolio, value $427,134.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    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 1,788 shares
    Change vs previous 13F +73 shares

    0.12% of the 13F portfolio, value $388,968.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    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 1,715 shares
    Change vs previous 13F -434 shares

    0.12% of the 13F portfolio, value $391,765.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    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 2,149 shares
    Change vs previous 13F +988 shares

    0.16% of the 13F portfolio, value $497,527.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    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 1,161 shares
    Change vs previous 13F -43 shares

    0.08% of the 13F portfolio, value $215,480.

    13F-HR 0001894921-25-000003 filed by Whelan Financial
    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 1,204 shares
    Change vs previous 13F +16 shares

    0.1% of the 13F portfolio, value $252,225.

    13F-HR 0001894921-25-000002 filed by Whelan Financial
    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 1,188 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $211,086.

    13F-HR 0001894921-25-000001 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

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