Primoris Wealth Advisors, LLC
- SEC CIK
- 0001909619
- Latest filing
- Jul 29, 2026
BKN holding history
BlackRock Investment Quality Municipal Trust, Inc. 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.
BKN overviewAll 13F holders of BKNFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 11
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −89,130−100.0% | Sold out | Holders |
| Q4 2025 | 89,130 | $998.3K | 0.6% | +630+0.7% | Added | Holders |
| Q3 2025 | 88,500 | $1.00M | 0.6% | 00.0% | Unchanged | Holders |
| Q2 2025 | 88,500 | $966.4K | 0.7% | −17,000−16.1% | Reduced | Holders |
| Q1 2025 | 105,500 | $1.21M | 0.9% | +6,500+6.6% | Added | Holders |
| Q4 2024 | 99,000 | $1.10M | 0.8% | +1,500+1.5% | Added | Holders |
| Q3 2024 | 97,500 | $1.26M | 0.9% | +43,000+78.9% | Added | Holders |
| Q2 2024 | 54,500 | $652.4K | 0.5% | +10,000+22.5% | Added | Holders |
| Q1 2024 | 44,500 | $552.3K | 0.4% | +6,000+15.6% | Added | Holders |
| Q4 2023 | 38,500 | $456.6K | 0.4% | 00.0% | Unchanged | Holders |
| Q3 2023 | 38,500 | $389.6K | 0.5% | +10,000+35.1% | Added | Holders |
| Q2 2023 | 28,500 | $331.5K | 0.4% | +28,500 | New | Holders |