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Disclosery

PRIMORIS WEALTH ADVISORS, LLC: XBMEX position timeline

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

PRIMORIS WEALTH ADVISORS, LLC held 0 XBMEX shares at 2025-06-30 per its 13F-HR filed 2025-07-29.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -5,742 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 5,742 shares
    Change vs previous 13F -199 shares

    0.17% of the 13F portfolio, value $221,865.

    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).

  3. period ended2024-12-31
    13F 5,941 shares
    Change vs previous 13F -923 shares

    0.17% of the 13F portfolio, value $225,333.

    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).

  4. period ended2024-09-30
    13F 6,864 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $287,820.

    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).