PLANNING ALTERNATIVES LTD /ADV

Position in ABBV — AbbVie Inc.

CIK 712011 BIRMINGHAM, MI

Position in ABBV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$724,471

+$150,950 QoQ

Shares Held

2,879

+9.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#2,850

of 4,153 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

PLANNING ALTERNATIVES LTD /ADV holds $3,993,417 across 6 Drug Manufacturers - General names. ABBV ranks #3 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	1,266	$1,518,478
2	JNJ	Johnson & Johnson	3,514	$892,450
3	ABBV	AbbVie Inc. This page	2,879	$724,471
4	MRK	Merck & Co., Inc.	3,428	$440,498
5	PFE	Pfizer Inc	8,876	$213,734
6	GILD	Gilead Sciences, Inc.	1,613	$203,786

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$724,471	2,879	+9.2%	Shares	Sole	2026-08-12
2026-03-31	$573,521	2,637	-19.7%	Shares	Sole	2026-05-07
2025-12-31	$749,904	3,282	+33.3%	Shares	Sole	2026-02-06
2025-09-30	$570,051	2,462	+57.1%	Shares	Sole	2025-11-12
2025-06-30	$290,866	1,567	-20.1%	Shares	Sole	2025-08-12
2025-03-31	$411,078	1,962	+63.5%	Shares	Sole	2025-05-09
2024-12-31	$213,240	1,200	-15.8%	Shares	Sole	2025-02-06
2024-09-30	$281,409	1,425	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.