Position in ABBV
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$345,753
+$47,140 QoQ
Shares Held
1,374
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#3,494
of 4,153 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ABBV Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Lakeshore Financial Planning, Inc. holds $1,063,738 across 3 Drug Manufacturers - General names. ABBV ranks #2 (32.5% of the industry book) .
All Filings in ABBV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,753 | 1,374 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $298,613 | 1,373 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $313,259 | 1,371 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $309,568 | 1,337 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $247,617 | 1,334 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $278,242 | 1,328 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $235,807 | 1,327 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $261,858 | 1,326 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $227,264 | 1,325 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $241,100 | 1,324 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $204,560 | 1,320 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $216,882 | 1,455 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||