ABBV — ABBVIE INC

Ownership history in ADVOCATE GROUP LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which ADVOCATE GROUP LLC reported a position in ABBVIE INC (ABBV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.13% (2025 Q3)
Avg. % of fund
2.75%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 76,212 -6,035 -7.3% 2.82% $17.4M $226.67
2025 Q3 ADDED 82,247 +945 +1.2% 3.13% $19.0M $228.05
2025 Q2 ADDED 81,302 +2,163 +2.7% 2.70% $15.1M $181.25
2025 Q1 ADDED 79,139 +1,193 +1.5% 3.02% $16.6M $202.72
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ABBV price (monthly, adj. close)

Other funds also holding ABBV

As of 2025 Q4 — sorted by position size

Livelsberger Financial Advisory 39.51% CURA WEALTH ADVISORS, LLC 24.41% PARK CIRCLE Co 3Y 7Y 14.33% Sugar Maple Asset Management, LLC 8.69% Bruce & Co., Inc. 3Y 7Y 8.68% Atle Fund Management AB 3Y 7Y 7.89% R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 3Y 7Y 7.08% RBO & CO LLC 3Y 7Y 6.86% Swisher Financial Concepts, Inc. 6.73% MV CAPITAL MANAGEMENT, INC. 3Y 7Y 5.94%
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