Primoris Wealth Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Primoris Wealth Advisors going back to Feb. 8, 2022
- Primoris Wealth Advisors 2026 Q1 - filed April 30, 2026 - new!
- Primoris Wealth Advisors 2025 Q4 - filed Feb. 3, 2026
- Primoris Wealth Advisors 2025 Q3 - filed Oct. 27, 2025
- Primoris Wealth Advisors 2025 Q2 - filed July 29, 2025
- Primoris Wealth Advisors 2025 Q1 - filed April 24, 2025
- Primoris Wealth Advisors 2024 Q4 - filed Feb. 13, 2025
- Primoris Wealth Advisors 2024 Q3 - filed Nov. 1, 2024
- Primoris Wealth Advisors 2024 Q2 - filed Aug. 1, 2024
- Primoris Wealth Advisors 2024 Q1 - filed May 7, 2024
- Primoris Wealth Advisors 2023 Q4 - filed Feb. 15, 2024
- Primoris Wealth Advisors 2023 Q3 - filed Oct. 31, 2023
- Primoris Wealth Advisors 2023 Q2 - filed Aug. 3, 2023
- Primoris Wealth Advisors 2023 Q1 - filed April 25, 2023
- Primoris Wealth Advisors 2022 Q4 - filed Feb. 3, 2023
- Primoris Wealth Advisors 2022 Q3 - filed Oct. 20, 2022
- Primoris Wealth Advisors 2022 Q2 - filed July 29, 2022
- Primoris Wealth Advisors 2022 Q1 - filed April 29, 2022
- Primoris Wealth Advisors 2021 Q4 - filed Feb. 8, 2022