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PRIMORIS WEALTH ADVISORS, LLC: IWM position timeline

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

PRIMORIS WEALTH ADVISORS, LLC held 3,544 IWM 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 3,544 shares
    Change vs previous 13F +773 shares

    0.49% of the 13F portfolio, value $1,064,800.

    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 2,771 shares
    Change vs previous 13F -205 shares

    0.48% of the 13F portfolio, value $687,208.

    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 2,976 shares
    Change vs previous 13F -19,779 shares

    0.44% of the 13F portfolio, value $737,493.

    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 22,755 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $5,505,799.

    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).