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PRIMORIS WEALTH ADVISORS, LLC: WETH position timeline

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

PRIMORIS WEALTH ADVISORS, LLC held 20,000 WETH 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 20,000 shares
    Change vs previous 13F -1,500 shares

    0.01% of the 13F portfolio, value $24,200.

    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 21,500 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $27,628.

    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 21,500 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $28,810.

    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).