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Invera Wealth Advisors, LLC

SEC CIK
0001976780
Latest filing
Jul 29, 2026

ABT holding history

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

ABT overviewAll 13F holders of ABTFull Q2 2026 holdings

Shares (Q2 2026)
8,292
Value
$752.4K
% of portfolio
0.4%
Quarters held
8
Since Q4 2023
Holdings of ABT by Invera Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,292$752.4K0.4%+200+2.5%AddedHolders
Q1 20268,092$830.8K0.5%00.0%UnchangedHolders
Q4 20258,092$1.01M0.6%−1,000−11.0%ReducedHolders
Q3 20259,092$1.22M0.8%00.0%UnchangedHolders
Q2 20259,092$1.24M0.8%00.0%UnchangedHolders
Q1 20259,092$1.21M0.8%+9,092NewHolders
Q2 20240$00.0%−9,330−100.0%Sold outHolders
Q1 20249,330$982.2K0.8%00.0%UnchangedHolders
Q4 20239,330$1.03M0.6%–No prior filingHolders