IMCB β€” ABBOTT LABS

Ownership history in Arete Wealth Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

Arete Wealth Advisors, LLC reported ABBOTT LABS (IMCB) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q3. The latest visible filing shows IMCB at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IMCB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arete Wealth Advisors, LLC's position in ABBOTT LABS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IMCB was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Arete Wealth Advisors, LLC held IMCB β€” position size vs. price
% of Fund (quarterly)    IMCB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 2,699 -8 -0.3% 0.01% $224K 2025-11-12 $82.60
2025 Q2 ADDED 2,707 +3 +0.1% 0.02% $216K 2025-08-14 $80.44
2025 Q1 ADDED 2,704 +4 +0.1% 0.02% $200K 2025-05-16 $77.43
2024 Q4 REDUCED 2,700 -52 -1.9% 0.01% $206K 2025-02-12 $77.21
2024 Q3 INITIATED 2,752 β€” β€” 0.02% $208K 2024-11-14 $77.47

FAQ About Arete Wealth Advisors, LLC and IMCB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arete Wealth Advisors, LLC reported owning IMCB?

Arete Wealth Advisors, LLC reported IMCB across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported IMCB position in Arete Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for IMCB was 0.02% in 2024 Q3.

What is the latest reported IMCB position on this page?

The most recent filing on this page is 2025 Q3, when Arete Wealth Advisors, LLC reported 2,699 shares, equal to 0.01% of portfolio, with an estimated market value of $224K.

What does the chart on this IMCB ownership page compare?

The chart compares Arete Wealth Advisors, LLC's quarterly IMCB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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