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Livermore
Livermore
ZHEN

Summit Wealth Partners, LLC

SEC CIK
0002033312
Latest filing
Aug 3, 2026

ABBV holding history

AbbVie Inc. in every 13F filed by Summit Wealth Partners, 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)
3,699
Value
$930.8K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of ABBV by Summit Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,699$930.8K0.1%00.0%UnchangedHolders
Q1 20263,699$804.4K0.1%+1,483+66.9%AddedHolders
Q4 20252,216$506.2K0.1%−1,472−39.9%ReducedHolders
Q3 20253,688$854.0K0.2%+10.0%AddedHolders
Q2 20253,687$684.3K0.1%+2+0.1%AddedHolders
Q1 20253,685$772.0K0.2%+102+2.8%AddedHolders
Q4 20243,583$636.7K0.1%+321+9.8%AddedHolders
Q3 20243,262$644.2K0.1%−28−0.9%ReducedHolders
Q2 20243,290$564.3K0.1%−14−0.4%ReducedHolders
Q1 20243,304$601.7K0.1%+2+0.1%AddedHolders
Q4 20233,302$511.7K0.1%+2+0.1%AddedHolders
Q3 20233,300$491.9K0.1%+332+11.2%AddedHolders
Q2 20232,968$399.8K0.1%−154−4.9%ReducedHolders
Q1 20233,122$497.6K0.1%+2+0.1%AddedHolders
Q4 20223,120$504.3K0.1%+54+1.8%AddedHolders
Q3 20223,066$411.4K0.1%+185+6.4%AddedHolders
Q2 20222,881$441.2K0.1%+15+0.5%AddedHolders
Q1 20222,866$464.6K0.1%−390−12.0%ReducedHolders
Q4 20213,256$440.9K0.1%+11+0.3%AddedHolders
Q3 20213,245$350.0K0.1%+10+0.3%AddedHolders
Q2 20213,235$364.4K0.1%+359+12.5%AddedHolders
Q1 20212,876$311.3K0.1%––Holders

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