Heritage Family Offices, LLP
Family OfficePosition in ABBV — AbbVie Inc.
CIK 2019316
SCOTTSDALE, AZ
Position in ABBV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,433,593
-$142,774 QoQ
Shares Held
5,697
-21.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#2,219
of 4,153 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ABBV Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Heritage Family Offices, LLP holds $5,858,722 across 7 Drug Manufacturers - General names. ABBV ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,911 | $2,292,110 | |
| 2 | ABBV |
AbbVie Inc.
This page
|
5,697 | $1,433,593 | |
| 3 | JNJ |
Johnson & Johnson
|
2,952 | $749,719 | |
| 4 | NVS |
Novartis AG
|
3,012 | $472,040 | |
| 5 | AZN |
Astrazeneca PLC
|
2,136 | $405,028 | |
| 6 | MRK |
Merck & Co., Inc.
|
2,167 | $278,459 | |
| 7 | AMGN |
Amgen Inc
|
629 | $227,773 |
All Filings in ABBV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,433,593 | 5,697 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,576,367 | 7,248 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,043,614 | 8,944 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,196,388 | 9,486 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,750,025 | 9,428 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,975,354 | 9,428 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,578,153 | 8,881 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,757,966 | 8,902 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,526,356 | 8,899 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||