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PRIMORIS WEALTH ADVISORS, LLC: BBN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRIMORIS WEALTH ADVISORS, LLC on BBN, newest first. How the timeline and the estimate are built.

PRIMORIS WEALTH ADVISORS, LLC held 77,237 BBN shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,237 shares
    Change vs previous 13F +3 shares

    0.57% of the 13F portfolio, value $1,248,927.

    13F-HR 0002085853-26-000897 filed by PRIMORIS WEALTH 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 77,234 shares
    Change vs previous 13F -2,999 shares

    0.88% of the 13F portfolio, value $1,248,881.

    13F-HR 0002085853-26-000540 filed by PRIMORIS WEALTH 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 80,233 shares
    Change vs previous 13F +4,000 shares

    0.78% of the 13F portfolio, value $1,309,409.

    13F-HR 0002085853-26-000179 filed by PRIMORIS WEALTH 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 76,233 shares
    Change vs previous 13F -2,000 shares

    0.8% of the 13F portfolio, value $1,265,475.

    13F-HR 0002085853-25-000172 filed by PRIMORIS WEALTH 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 78,233 shares
    Change vs previous 13F -19,500 shares

    0.86% of the 13F portfolio, value $1,260,342.

    13F-HR 0001667731-25-001001 filed by PRIMORIS WEALTH 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 97,733 shares
    Change vs previous 13F -4,017 shares

    1.26% of the 13F portfolio, value $1,630,193.

    13F-HR 0001667731-25-000512 filed by PRIMORIS WEALTH 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 101,750 shares
    Change vs previous 13F +3,000 shares

    1.25% of the 13F portfolio, value $1,640,210.

    13F-HR 0001667731-25-000254 filed by PRIMORIS WEALTH 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 98,750 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $1,692,910.

    13F-HR 0001909619-24-000004 filed by PRIMORIS WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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