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PRIMORIS WEALTH ADVISORS, LLC: CLOZ position timeline

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

PRIMORIS WEALTH ADVISORS, LLC held 92,450 CLOZ 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 92,450 shares
    Change vs previous 13F +41,000 shares

    1.11% of the 13F portfolio, value $2,442,529.

    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 51,450 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $1,319,694.

    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 51,450 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $1,362,396.

    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 51,450 shares
    Change vs previous 13F +27,950 shares

    0.88% of the 13F portfolio, value $1,379,889.

    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 23,500 shares
    Change vs previous 13F +13,200 shares

    0.43% of the 13F portfolio, value $628,390.

    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 10,300 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $273,671.

    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).