BRIGHT FINANCIAL ADVISORS, INC. ABBV — ABBVIE INC

Ownership history in BRIGHT FINANCIAL ADVISORS, INC.  ·  7 quarters on record

AI Ownership Summary

BRIGHT FINANCIAL ADVISORS, INC. reported ABBVIE INC (ABBV) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.17% in 2025 Q1. The latest visible filing shows ABBV at 0.13% 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 ABBV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRIGHT FINANCIAL ADVISORS, INC.'s position in ABBVIE INC, 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
2026 Q1

ABBV was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2025 Q1

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 2026 Q1

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.

ABBV stock page BRIGHT FINANCIAL ADVISORS, INC. fund profile BRIGHT FINANCIAL ADVISORS, INC. full holdings
How BRIGHT FINANCIAL ADVISORS, INC. held ABBV — position size vs. price
% of Fund (quarterly)    ABBV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,354 -16 -1.2% 0.13% $294K 2026-05-14 $210.77
2025 Q4 REDUCED 6.8% -4.0% ✅ 1,370 -100 -6.8% 0.15% $313K 2026-01-23 $217.46
2025 Q3 ADDED — — — 1,470 +183 +14.2% 0.17% $340K 2025-11-10 $215.18
2025 Q2 REDUCED — — — 1,287 -20 -1.5% 0.13% $239K 2025-07-16 $186.16
2025 Q1 ADDED — — — 1,307 +20 +1.6% 0.17% $274K 2025-05-13 $182.07
2024 Q4 ADDED — — — 1,287 +247 +23.8% 0.14% $229K 2025-01-28 $167.74
2024 Q3 INITIATED — — — 1,040 — — 0.13% $205K 2024-10-10 $183.29

🏢 Other funds also holding ABBV

As of 2026 Q1 — sorted by position size

CURA WEALTH ADVISORS, LLC 28.52% PARK CIRCLE Co 3Y 7Y 13.27% LETSON INVESTMENT MANAGEMENT, INC. 9.3% Worth Financial Advisory Group, LLC 3Y 8.59% AK GLOBAL ASSET MANAGEMENT, LLC 8.11% Bruce & Co., Inc. 3Y 7Y 7.62% Sugar Maple Asset Management, LLC 7.45% R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 3Y 7Y 7.03% ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 6.94% RBO & CO LLC 3Y 7Y 6.53%

FAQ About BRIGHT FINANCIAL ADVISORS, INC. and ABBV

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

How long has BRIGHT FINANCIAL ADVISORS, INC. reported owning ABBV?

BRIGHT FINANCIAL ADVISORS, INC. reported ABBV across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported ABBV position in BRIGHT FINANCIAL ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for ABBV was 0.17% in 2025 Q1.

What is the latest reported ABBV position on this page?

The most recent filing on this page is 2026 Q1, when BRIGHT FINANCIAL ADVISORS, INC. reported 1,354 shares, equal to 0.13% of portfolio, with an estimated market value of $294K.

What does the chart on this ABBV ownership page compare?

The chart compares BRIGHT FINANCIAL ADVISORS, INC.'s quarterly ABBV 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.

How well did BRIGHT FINANCIAL ADVISORS, INC. time their ABBV position?

Based on 13F filing dates vs. subsequent ABBV price moves, BRIGHT FINANCIAL ADVISORS, INC. correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on ABBV relative to SPY over the holding period was -8.4%.

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