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PRIMORIS WEALTH ADVISORS, LLC: USA position timeline

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

PRIMORIS WEALTH ADVISORS, LLC held 12,376 USA 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 12,376 shares
    Change vs previous 13F -125 shares

    0.03% of the 13F portfolio, value $71,905.

    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 12,501 shares
    Change vs previous 13F -413 shares

    0.05% of the 13F portfolio, value $69,382.

    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 12,914 shares
    Change vs previous 13F -583 shares

    0.05% of the 13F portfolio, value $81,099.

    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 13,497 shares
    Change vs previous 13F -1,560 shares

    0.05% of the 13F portfolio, value $85,572.

    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 15,057 shares
    Change vs previous 13F -3,469 shares

    0.07% of the 13F portfolio, value $102,543.

    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 18,526 shares
    Change vs previous 13F -1,431 shares

    0.09% of the 13F portfolio, value $121,345.

    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 19,957 shares
    Change vs previous 13F -2,000 shares

    0.11% of the 13F portfolio, value $138,706.

    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 21,957 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $155,920.

    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).