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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

PRIM holding history

Primoris Services Corp in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PRIM overviewAll 13F holders of PRIMFull Q2 2026 holdings

Shares (Q2 2026)
187
Value
$18.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PRIM by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026187$18.5K<0.1%+83+79.8%AddedHolders
Q1 2026104$14.8K<0.1%−2,338−95.7%ReducedHolders
Q4 20252,442$303.1K<0.1%+1,469+151.0%AddedHolders
Q3 2025973$133.6K<0.1%−75−7.2%ReducedHolders
Q2 20251,048$81.7K<0.1%+790+306.2%AddedHolders
Q1 2025258$14.8K<0.1%−110−29.9%ReducedHolders
Q4 2024368$28.1K<0.1%−51−12.2%ReducedHolders
Q3 2024419$24.3K<0.1%00.0%UnchangedHolders
Q2 2024419$20.9K<0.1%+316+306.8%AddedHolders
Q1 2024103$5.08K<0.1%00.0%UnchangedHolders
Q4 2023103$3.41K<0.1%+1+1.0%AddedHolders
Q3 2023102$3.35K<0.1%00.0%UnchangedHolders
Q2 2023102$3.12K<0.1%00.0%UnchangedHolders
Q1 2023102$2.52K<0.1%00.0%UnchangedHolders
Q4 2022102$2.23K<0.1%+1+1.0%AddedHolders
Q3 2022101$2.00K<0.1%00.0%UnchangedHolders
Q2 2022101$2.00K<0.1%00.0%UnchangedHolders
Q1 2022101$2.00K<0.1%00.0%UnchangedHolders
Q4 2021101$2.00K<0.1%−629−86.2%ReducedHolders
Q3 2021730$18.0K<0.1%+630+630.0%AddedHolders
Q2 2021100$3.00K<0.1%00.0%UnchangedHolders
Q1 2021100$3.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.