Primoris Wealth Advisors, LLC
- SEC CIK
- 0001909619
- Latest filing
- Jul 29, 2026
BIT holding history
BlackRock Multi-Sector Income Trust in every 13F filed by Primoris Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BIT overviewAll 13F holders of BITFull Q2 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −20,750−100.0% | Sold out | Holders |
| Q4 2024 | 20,750 | $302.9K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2024 | 20,750 | $315.4K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2024 | 20,750 | $302.5K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2024 | 20,750 | $329.5K | 0.3% | −1,500−6.7% | Reduced | Holders |
| Q4 2023 | 22,250 | $333.8K | 0.3% | +10,250+85.4% | Added | Holders |
| Q3 2023 | 12,000 | $173.6K | 0.2% | +12,000 | New | Holders |