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PRIMORIS WEALTH ADVISORS, LLC: PPLT position timeline

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

PRIMORIS WEALTH ADVISORS, LLC held 0 PPLT 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 -1,850 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 1,850 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $344,896.

    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).