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Disclosery

Synergy Asset Management, LLC: ABBV position timeline

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

Synergy Asset Management, LLC held 180,179 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 180,179 shares
    Change vs previous 13F +157,767 shares

    4.27% of the 13F portfolio, value $45,340,243.

    13F-HR 0001699080-26-000007 filed by Synergy Asset 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 22,412 shares
    Change vs previous 13F -78,267 shares

    0.52% of the 13F portfolio, value $4,874,386.

    13F-HR 0001699080-26-000005 filed by Synergy Asset 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 100,679 shares
    Change vs previous 13F -10,070 shares

    2.39% of the 13F portfolio, value $23,004,145.

    13F-HR 0001699080-26-000002 filed by Synergy Asset 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 110,749 shares
    Change vs previous 13F +90,852 shares

    0.93% of the 13F portfolio, value $25,642,823.

    13F-HR 0001699080-25-000007 filed by Synergy Asset 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 19,897 shares
    Change vs previous 13F +9,738 shares

    0.42% of the 13F portfolio, value $3,693,281.

    13F-HR 0001699080-25-000006 filed by Synergy Asset 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 10,159 shares
    Change vs previous 13F +1,378 shares

    0.27% of the 13F portfolio, value $2,128,513.

    13F-HR 0001699080-25-000004 filed by Synergy Asset 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 8,781 shares
    Change vs previous 13F +8,781 shares

    0.12% of the 13F portfolio, value $1,575,662.

    13F-HR 0001699080-25-000002 filed by Synergy Asset 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001699080-24-000007 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.