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PRIMORIS WEALTH ADVISORS, LLC: FBND position timeline

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

PRIMORIS WEALTH ADVISORS, LLC held 126,399 FBND 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 126,399 shares
    Change vs previous 13F +284 shares

    2.62% of the 13F portfolio, value $5,749,890.

    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 126,115 shares
    Change vs previous 13F +474 shares

    4.03% of the 13F portfolio, value $5,753,379.

    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 125,641 shares
    Change vs previous 13F +3,210 shares

    3.46% of the 13F portfolio, value $5,784,530.

    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 122,431 shares
    Change vs previous 13F -4,762 shares

    3.6% of the 13F portfolio, value $5,661,213.

    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 127,193 shares
    Change vs previous 13F -13,784 shares

    3.97% of the 13F portfolio, value $5,819,136.

    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 140,977 shares
    Change vs previous 13F -1,506 shares

    4.98% of the 13F portfolio, value $6,435,610.

    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 142,483 shares
    Change vs previous 13F +815 shares

    4.87% of the 13F portfolio, value $6,393,167.

    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 141,668 shares
    Change vs previous 13F not available

    4.81% of the 13F portfolio, value $6,621,530.

    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).