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Balanced Wealth Group LLC

SEC CIK
0002009783
Latest filing
Aug 10, 2026

ABBV holding history

AbbVie Inc. in every 13F filed by Balanced Wealth Group 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)
3,189
Value
$802.5K
% of portfolio
0.3%
Quarters held
10
Since Q1 2024
Holdings of ABBV by Balanced Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,189$802.5K0.3%+5+0.2%AddedHolders
Q1 20263,184$692.4K0.2%−396−11.1%ReducedHolders
Q4 20253,580$874.9K0.3%−169−4.5%ReducedHolders
Q3 20253,749$712.3K0.3%+140+3.9%AddedHolders
Q2 20253,609$682.2K0.3%+691+23.7%AddedHolders
Q1 20252,918$611.4K0.3%−135−4.4%ReducedHolders
Q4 20243,053$561.4K0.3%−355−10.4%ReducedHolders
Q3 20243,408$672.9K0.3%+217+6.8%AddedHolders
Q2 20243,191$543.6K0.2%+30+0.9%AddedHolders
Q1 20243,161$507.0K0.2%+3,161NewHolders