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Disclosery

Forum Financial Management, LP: ABBV position timeline

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

Forum Financial Management, LP held 54,689 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,689 shares
    Change vs previous 13F +905 shares

    0.18% of the 13F portfolio, value $13,761,921.

    13F-HR 0001911832-26-000005 filed by Forum Financial Management, LP
    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 53,784 shares
    Change vs previous 13F -18,842 shares

    0.17% of the 13F portfolio, value $11,697,472.

    13F-HR 0001911832-26-000004 filed by Forum Financial Management, LP
    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 72,626 shares
    Change vs previous 13F +10,481 shares

    0.22% of the 13F portfolio, value $16,594,423.

    13F-HR 0001911832-26-000002 filed by Forum Financial Management, LP
    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 62,145 shares
    Change vs previous 13F +2,441 shares

    0.2% of the 13F portfolio, value $14,389,131.

    13F-HR 0001911832-25-000010 filed by Forum Financial Management, LP
    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 59,704 shares
    Change vs previous 13F +507 shares

    0.17% of the 13F portfolio, value $11,082,236.

    13F-HR 0001911832-25-000007 filed by Forum Financial Management, LP
    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 59,197 shares
    Change vs previous 13F +409 shares

    0.21% of the 13F portfolio, value $12,402,863.

    13F-HR 0001911832-25-000004 filed by Forum Financial Management, LP
    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/A 58,788 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $10,446,546.

    13F-HR/A 0001911832-25-000003 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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