Spartan Planning & Wealth Management

Position in ABBV — AbbVie Inc.

CIK 1749283 GREENSBORO, NC

Position in ABBV

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$661,813

+$139,620 QoQ

Shares Held

2,630

+9.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#2,913

of 4,153 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Spartan Planning & Wealth Management holds $4,749,293 across 5 Drug Manufacturers - General names. ABBV ranks #3 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	1,490	$1,787,150
2	JNJ	Johnson & Johnson	5,209	$1,322,929
3	ABBV	AbbVie Inc. This page	2,630	$661,813
4	MRK	Merck & Co., Inc.	4,853	$623,610
5	AMGN	Amgen Inc	977	$353,791

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$661,813	2,630	+9.5%	Shares	Sole	2026-07-22
2026-03-31	$522,193	2,401	-34.1%	Shares	Sole	2026-04-16
2025-12-31	$832,160	3,642	+7.6%	Shares	Sole	2026-01-08
2025-09-30	$783,531	3,384	+105.2%	Shares	Sole	2025-10-14
2025-06-30	$306,087	1,649	-45.3%	Shares	Sole	2025-07-17
2025-03-31	$631,493	3,014	+109.3%	Shares	Sole	2025-04-08
2024-12-31	$255,888	1,440	-33.0%	Shares	Sole	2025-01-07
2023-12-31	$333,185	2,150	+295.2%	Shares	Sole	2024-03-12
2023-09-30	$81,088	544	-52.6%	Shares	Sole	2023-11-17
2022-12-31	$185,528	1,148	+37.2%	Shares	Sole	2023-02-01
2022-09-30	$112,333	837	-39.7%	Shares	Sole	2022-11-01
2022-06-30	$212,739	1,389	+128.1%	Shares	Sole	2022-08-10
2022-03-31	$98,724	609	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.