PRIMORIS WEALTH ADVISORS, LLC: CLX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRIMORIS WEALTH ADVISORS, LLC on CLX, newest first. How the timeline and the estimate are built.
PRIMORIS WEALTH ADVISORS, LLC held 0 CLX shares at 2025-09-30 per its 13F-HR filed 2025-10-27.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -2,680 shares
13F-HR 0002085853-25-000172 filed by PRIMORIS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 2,680 sharesChange vs previous 13F -1,704 shares
0.22% of the 13F portfolio, value $321,784.
13F-HR 0001667731-25-001001 filed by PRIMORIS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,384 sharesChange vs previous 13F -24 shares
0.5% of the 13F portfolio, value $645,553.
13F-HR 0001667731-25-000512 filed by PRIMORIS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,408 sharesChange vs previous 13F -100 shares
0.55% of the 13F portfolio, value $715,899.
13F-HR 0001667731-25-000254 filed by PRIMORIS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,508 sharesChange vs previous 13F not available
0.53% of the 13F portfolio, value $734,390.
13F-HR 0001909619-24-000004 filed by PRIMORIS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).