ABBV ABBVIE INC

Ownership history in RF&L WEALTH MANAGEMENT, LLC  ·  13 quarters on record

AI Ownership Summary

RF&L WEALTH MANAGEMENT, LLC reported ABBVIE INC (ABBV) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.66% in 2025 Q1. The latest visible filing shows ABBV at 2.18% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ABBV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RF&L WEALTH MANAGEMENT, LLC'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
2025 Q4

ABBV was reported at 2.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.66% 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
2023 Q4 to 2025 Q4

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 RF&L WEALTH MANAGEMENT, LLC held ABBV — position size vs. price
% of Fund (quarterly)    ABBV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 17,006 -144 -0.8% 2.18% $3.9M 2026-02-14 (Est.) $231.50
2025 Q3 REDUCED 17,150 -410 -2.3% 2.33% $4.0M 2025-10-08 $227.75
2025 Q2 REDUCED 17,560 -170 -1.0% 2.10% $3.3M 2025-07-07 $183.22
2025 Q1 REDUCED 17,730 -200 -1.1% 2.66% $3.7M 2025-04-21 $166.16
2024 Q4 REDUCED 17,930 -250 -1.4% 2.25% $3.2M 2025-01-15 $165.79
2024 Q3 REDUCED 18,180 -250 -1.4% 2.54% $3.6M 2024-10-16 $182.56
2024 Q2 UNCHANGED 18,430 0% 2.41% $3.2M 2024-07-19 $163.86
2024 Q1 REDUCED 18,430 -500 -2.6% 2.58% $3.4M 2024-04-30 $153.25
2023 Q4 REDUCED 18,930 -95 -0.5% 2.44% $2.9M 2024-02-14 $162.83
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About RF&L WEALTH MANAGEMENT, LLC and ABBV

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

How long has RF&L WEALTH MANAGEMENT, LLC reported owning ABBV?

RF&L WEALTH MANAGEMENT, LLC reported ABBV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ABBV position in RF&L WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for ABBV was 2.66% in 2025 Q1.

What is the latest reported ABBV position on this page?

The most recent filing on this page is 2025 Q4, when RF&L WEALTH MANAGEMENT, LLC reported 17,006 shares, equal to 2.18% of portfolio, with an estimated market value of $3.9M.

What does the chart on this ABBV ownership page compare?

The chart compares RF&L WEALTH MANAGEMENT, LLC'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.

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