Balanced Wealth Group LLC
- SEC CIK
- 0002009783
- Latest filing
- Aug 10, 2026
ABT holding history
Abbott Laboratories 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.
ABT overviewAll 13F holders of ABTFull Q2 2026 holdings
- Shares (Q2 2026)
- 3,748
- Value
- $340.1K
- % of portfolio
- 0.1%
- Quarters held
- 10
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,748 | $340.1K | 0.1% | −647−14.7% | Reduced | Holders |
| Q1 2026 | 4,395 | $451.3K | 0.2% | +12+0.3% | Added | Holders |
| Q4 2025 | 4,383 | $585.0K | 0.2% | +6+0.1% | Added | Holders |
| Q3 2025 | 4,377 | $596.4K | 0.3% | 00.0% | Unchanged | Holders |
| Q2 2025 | 4,377 | $552.3K | 0.2% | +732+20.1% | Added | Holders |
| Q1 2025 | 3,645 | $483.4K | 0.2% | +3+0.1% | Added | Holders |
| Q4 2024 | 3,642 | $466.0K | 0.2% | −174−4.6% | Reduced | Holders |
| Q3 2024 | 3,816 | $435.1K | 0.2% | +209+5.8% | Added | Holders |
| Q2 2024 | 3,607 | $372.2K | 0.2% | −260−6.7% | Reduced | Holders |
| Q1 2024 | 3,867 | $404.8K | 0.2% | +3,867 | New | Holders |