Skip to content
Disclosery

PRIMORIS WEALTH ADVISORS, LLC: PLTR position timeline

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

PRIMORIS WEALTH ADVISORS, LLC held 21,575 PLTR 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 21,575 shares
    Change vs previous 13F -3,593 shares

    1.15% of the 13F portfolio, value $2,517,157.

    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 25,168 shares
    Change vs previous 13F -1,882 shares

    2.58% of the 13F portfolio, value $3,681,575.

    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 27,050 shares
    Change vs previous 13F -650 shares

    2.88% of the 13F portfolio, value $4,808,140.

    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 27,700 shares
    Change vs previous 13F -100 shares

    3.21% of the 13F portfolio, value $5,053,034.

    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 27,800 shares
    Change vs previous 13F -4,700 shares

    2.59% of the 13F portfolio, value $3,789,696.

    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 32,500 shares
    Change vs previous 13F -14,050 shares

    2.12% of the 13F portfolio, value $2,743,000.

    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 46,550 shares
    Change vs previous 13F -2,200 shares

    2.68% of the 13F portfolio, value $3,520,577.

    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 48,750 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $1,813,500.

    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).