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Prime Capital Investment Advisors, LLC: TAXF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prime Capital Investment Advisors, LLC on TAXF, newest first. How the timeline and the estimate are built.

Prime Capital Investment Advisors, LLC held 351,005 TAXF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 351,005 shares
    Change vs previous 13F +11,513 shares

    0.17% of the 13F portfolio, value $17,843,335.

    13F-HR 0001214659-26-009642 filed by Prime Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 339,492 shares
    Change vs previous 13F +307,402 shares

    0.2% of the 13F portfolio, value $16,991,599.

    13F-HR 0001214659-26-005807 filed by Prime Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,090 shares
    Change vs previous 13F -2,327 shares

    0.02% of the 13F portfolio, value $1,616,691.

    13F-HR 0001214659-26-000718 filed by Prime Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 34,417 shares
    Change vs previous 13F +818 shares

    0.02% of the 13F portfolio, value $1,728,754.

    13F-HR 0001214659-25-015961 filed by Prime Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,599 shares
    Change vs previous 13F -14,218 shares

    0.02% of the 13F portfolio, value $1,643,987.

    13F-HR 0001214659-25-010773 filed by Prime Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 47,817 shares
    Change vs previous 13F +23,497 shares

    0.03% of the 13F portfolio, value $2,365,966.

    13F-HR 0001214659-25-007438 filed by Prime Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 24,320 shares
    Change vs previous 13F +3,253 shares

    0.02% of the 13F portfolio, value $1,219,405.

    13F-HR 0001214659-25-002445 filed by Prime Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 21,067 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,083,265.

    13F-HR 0001214659-24-018432 filed by Prime Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).