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PRIMORIS WEALTH ADVISORS, LLC: FUTY position timeline

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

PRIMORIS WEALTH ADVISORS, LLC held 65,425 FUTY 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 65,425 shares
    Change vs previous 13F -28,900 shares

    1.74% of the 13F portfolio, value $3,822,130.

    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 94,325 shares
    Change vs previous 13F +65,650 shares

    3.9% of the 13F portfolio, value $5,571,791.

    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 28,675 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $1,583,434.

    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 28,675 shares
    Change vs previous 13F -17,750 shares

    1.03% of the 13F portfolio, value $1,619,291.

    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 46,425 shares
    Change vs previous 13F +24,350 shares

    1.67% of the 13F portfolio, value $2,441,955.

    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 22,075 shares
    Change vs previous 13F -27,300 shares

    0.87% of the 13F portfolio, value $1,124,725.

    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 49,375 shares
    Change vs previous 13F -7,500 shares

    1.83% of the 13F portfolio, value $2,408,026.

    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 56,875 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $2,942,110.

    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).