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PRIMORIS WEALTH ADVISORS, LLC: IBIT position timeline

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

PRIMORIS WEALTH ADVISORS, LLC held 0 IBIT shares at 2026-03-31 per its 13F-HR filed 2026-04-30.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -4,372 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 4,372 shares
    Change vs previous 13F +600 shares

    0.13% of the 13F portfolio, value $217,070.

    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).

  3. period ended2025-09-30
    13F 3,772 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $245,180.

    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).

  4. period ended2025-06-30
    13F 3,772 shares
    Change vs previous 13F -1,450 shares

    0.16% of the 13F portfolio, value $230,884.

    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).

  5. period ended2025-03-31
    13F 5,222 shares
    Change vs previous 13F +49 shares

    0.19% of the 13F portfolio, value $244,442.

    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).

  6. period ended2024-12-31
    13F 5,173 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $274,427.

    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).