PRIMORIS WEALTH ADVISORS, LLC: FENY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRIMORIS WEALTH ADVISORS, LLC on FENY, newest first. How the timeline and the estimate are built.
PRIMORIS WEALTH ADVISORS, LLC held 0 FENY shares at 2025-12-31 per its 13F-HR filed 2026-02-03.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -9,250 shares
13F-HR 0002085853-26-000179 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 ended2025-09-3013F 9,250 sharesChange vs previous 13F -1,250 shares
0.15% of the 13F portfolio, value $228,660.
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).
- period ended2025-06-3013F 10,500 sharesChange vs previous 13F +10,500 shares
0.17% of the 13F portfolio, value $246,226.
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 ended2024-12-3113F 0 sharesChange vs previous 13F -126,063 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 126,063 sharesChange vs previous 13F not available
2.03% of the 13F portfolio, value $2,794,760.
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).