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Measured Wealth Private Client Group, LLC

SEC CIK
0001720235
Latest filing
Aug 10, 2026

PRIM holding history

Primoris Services Corp in every 13F filed by Measured Wealth Private Client Group, 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)
456
Value
$45.2K
% of portfolio
<0.1%
Quarters held
4
Since Q3 2025
Holdings of PRIM by Measured Wealth Private Client Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026456$45.2K<0.1%−1,200−72.5%ReducedHolders
Q1 20261,656$236.9K0.1%−7−0.4%ReducedHolders
Q4 20251,663$206.4K0.1%+39+2.4%AddedHolders
Q3 20251,624$223.0K0.1%+1,624NewHolders