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Concord Wealth Partners: ABBV position timeline

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

Concord Wealth Partners held 13,796 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,796 shares
    Change vs previous 13F +44 shares

    0.23% of the 13F portfolio, value $3,471,560.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 7,796 shares
    • Concord Asset Management, LLC/VA: 6,000 shares

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

  2. period ended2026-03-31
    13F 13,752 shares
    Change vs previous 13F +744 shares

    0.22% of the 13F portfolio, value $2,990,872.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 7,740 shares
    • Concord Asset Management, LLC/VA: 6,012 shares

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

  3. period ended2025-12-31
    13F 13,008 shares
    Change vs previous 13F +56 shares

    0.22% of the 13F portfolio, value $2,972,125.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 7,389 shares
    • Concord Asset Management, LLC/VA: 5,619 shares

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

  4. period ended2025-09-30
    13F 12,952 shares
    Change vs previous 13F -2,566 shares

    0.24% of the 13F portfolio, value $2,998,904.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 7,325 shares
    • Concord Asset Management, LLC/VA: 5,627 shares

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

  5. period ended2025-06-30
    13F 15,518 shares
    Change vs previous 13F +1,782 shares

    0.21% of the 13F portfolio, value $2,880,594.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 7,759 shares
    • Concord Asset Management, LLC/VA: 7,759 shares

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

  6. period ended2025-03-31
    13F 13,736 shares
    Change vs previous 13F -43,899 shares

    0.25% of the 13F portfolio, value $2,680,878.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 7,668 shares
    • Concord Asset Management, LLC/VA: 6,068 shares

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

  7. period ended2024-12-31
    13F 57,635 shares
    Change vs previous 13F +3,958 shares

    0.96% of the 13F portfolio, value $10,241,893.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 29,480 shares
    • Concord Asset Management, LLC/VA: 28,155 shares

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

  8. period ended2024-09-30
    13F 53,677 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $10,600,132.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 27,072 shares
    • Concord Asset Management, LLC/VA: 26,605 shares

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