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PRIMORIS WEALTH ADVISORS, LLC: XLRE position timeline

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

PRIMORIS WEALTH ADVISORS, LLC held 57,200 XLRE 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 57,200 shares
    Change vs previous 13F +57,200 shares

    1.15% of the 13F portfolio, value $2,518,520.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -37,600 shares

    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).

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

  3. period ended2024-09-30
    13F 37,600 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $1,679,610.

    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).