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Livermore
Livermore
ZHEN

Affiance Financial, LLC

SEC CIK
0001723681
Latest filing
Jul 9, 2026

PRVA holding history

Privia Health Group, Inc. in every 13F filed by Affiance Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PRVA overviewAll 13F holders of PRVAFull Q2 2026 holdings

Shares (Q2 2026)
34,742
Value
$893.9K
% of portfolio
0.1%
Quarters held
17
Since Q2 2022
Holdings of PRVA by Affiance Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634,742$893.9K0.1%00.0%UnchangedHolders
Q1 202634,742$714.6K0.1%00.0%UnchangedHolders
Q4 202534,742$823.7K0.1%00.0%UnchangedHolders
Q3 202534,742$865.1K0.2%00.0%UnchangedHolders
Q2 202534,742$799.1K0.2%00.0%UnchangedHolders
Q1 202534,742$780.0K0.2%00.0%UnchangedHolders
Q4 202434,742$679.2K0.2%00.0%UnchangedHolders
Q3 202434,742$632.7K0.2%00.0%UnchangedHolders
Q2 202434,742$603.8K0.2%00.0%UnchangedHolders
Q1 202434,742$680.6K0.2%00.0%UnchangedHolders
Q4 202334,742$800.1K0.2%00.0%UnchangedHolders
Q3 202334,742$799.1K0.4%00.0%UnchangedHolders
Q2 202334,742$907.1K0.4%00.0%UnchangedHolders
Q1 202334,742$959.2K0.5%00.0%UnchangedHolders
Q4 202234,742$789.0K0.3%00.0%UnchangedHolders
Q3 202234,742$1.18M0.7%00.0%UnchangedHolders
Q2 202234,742$1.01M0.5%+34,742NewHolders