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Primerica shares owned by Forthright Family Wealth Advisory

Quarter-by-quarter ownership of Primerica (PRI) shares owned by Forthright Family Wealth Advisory from 13F filings

Historical chart of Forthright Family Wealth Advisory investment in Primerica

Tip: Access up to 7 years of quarterly data

All positions including Primerica held by Forthright Family Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Primerica by Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $212k 763 277.59
2025-06-30 $209k 763 273.67
2025-03-31 $217k 763 284.53
2024-12-31 $207k 763 271.42
2024-09-30 $226k 763 295.59

More positions owned by Forthright Family Wealth Advisory

Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Gold Tr Ishares New (IAU)

View all positions for Forthright Family Wealth Advisory

Top funds holding Primerica

Kayne Anderson Rudnick Investment Management
Vanguard Group
BlackRock
FMR
Bamco
Burgundy Asset Management
State Street Corporation
Geode Capital Management
Brave Warrior Advisors
Fiduciary Management
Dimensional Fund Advisors
Lyrical Asset Management
First Trust Advisors
Agf Management
AQR Capital Management

View all funds holding Primerica