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Livermore
Livermore
ZHEN

Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

ABBV holding history

AbbVie Inc. in every 13F filed by Encompass Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ABBV overviewAll 13F holders of ABBVFull Q2 2026 holdings

Shares (Q2 2026)
1,846
Value
$464.6K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of ABBV by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,846$464.6K0.1%−64−3.4%ReducedHolders
Q1 20261,910$415.5K0.1%−134−6.6%ReducedHolders
Q4 20252,044$467.1K0.2%00.0%UnchangedHolders
Q3 20252,044$473.2K0.2%+10.0%AddedHolders
Q2 20252,043$379.2K0.1%+10+0.5%AddedHolders
Q1 20252,033$425.9K0.2%−23−1.1%ReducedHolders
Q4 20242,056$365.3K0.1%+110+5.7%AddedHolders
Q3 20241,946$384.3K0.1%−99−4.8%ReducedHolders
Q2 20242,045$350.8K0.1%+176+9.4%AddedHolders
Q1 20241,869$340.3K0.1%−11−0.6%ReducedHolders
Q4 20231,880$291.4K0.1%+7+0.4%AddedHolders
Q3 20231,873$279.2K0.1%+1+0.1%AddedHolders
Q2 20231,872$252.2K0.1%−4−0.2%ReducedHolders
Q1 20231,876$299.0K0.1%+1+0.1%AddedHolders
Q4 20221,875$303.0K0.1%00.0%UnchangedHolders
Q3 20221,875$252.0K0.1%−5−0.3%ReducedHolders
Q2 20221,880$288.0K0.1%−20−1.1%ReducedHolders
Q1 20221,900$308.0K0.1%−3−0.2%ReducedHolders
Q4 20211,903$258.0K0.1%+1,903NewHolders
Q3 20210$00.0%−1,803−100.0%Sold outHolders
Q2 20211,803$203.0K<0.1%00.0%UnchangedHolders
Q1 20211,803$205.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.