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PRIMORIS WEALTH ADVISORS, LLC: FDVV position timeline

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

PRIMORIS WEALTH ADVISORS, LLC held 32,503 FDVV 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 32,503 shares
    Change vs previous 13F -1,544 shares

    0.89% of the 13F portfolio, value $1,959,637.

    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 34,047 shares
    Change vs previous 13F -1,065 shares

    1.32% of the 13F portfolio, value $1,880,753.

    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 35,112 shares
    Change vs previous 13F -991 shares

    1.19% of the 13F portfolio, value $1,990,483.

    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 36,103 shares
    Change vs previous 13F -1,105 shares

    1.28% of the 13F portfolio, value $2,011,280.

    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 37,208 shares
    Change vs previous 13F -2,179 shares

    1.32% of the 13F portfolio, value $1,935,591.

    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 39,387 shares
    Change vs previous 13F +11 shares

    1.51% of the 13F portfolio, value $1,953,605.

    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 39,376 shares
    Change vs previous 13F +217 shares

    1.5% of the 13F portfolio, value $1,966,467.

    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 39,159 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $1,983,530.

    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).