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Livermore
Livermore
ZHEN

Primoris Wealth Advisors, LLC

SEC CIK
0001909619
Latest filing
Jul 29, 2026

EIX holding history

Edison International 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.

EIX overviewAll 13F holders of EIXFull Q2 2026 holdings

Shares (Q2 2026)
4,201
Value
$312.8K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of EIX by Primoris Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,201$312.8K0.1%00.0%UnchangedHolders
Q1 20264,201$307.4K0.2%00.0%UnchangedHolders
Q4 20254,201$252.1K0.2%00.0%UnchangedHolders
Q3 20254,201$232.2K0.1%00.0%UnchangedHolders
Q2 20254,201$216.8K0.1%00.0%UnchangedHolders
Q1 20254,201$247.5K0.2%00.0%UnchangedHolders
Q4 20244,201$335.4K0.3%00.0%UnchangedHolders
Q3 20244,201$365.9K0.3%00.0%UnchangedHolders
Q2 20244,201$301.7K0.2%00.0%UnchangedHolders
Q1 20244,201$297.1K0.2%00.0%UnchangedHolders
Q4 20234,201$300.3K0.3%00.0%UnchangedHolders
Q3 20234,201$265.9K0.3%00.0%UnchangedHolders
Q2 20234,201$291.8K0.3%00.0%UnchangedHolders
Q1 20234,201$296.5K0.4%00.0%UnchangedHolders
Q4 20224,201$267.3K0.4%00.0%UnchangedHolders
Q3 20224,201$238.0K0.4%−5−0.1%ReducedHolders
Q2 20224,206$266.0K0.4%+5+0.1%AddedHolders
Q1 20224,201$294.0K0.3%00.0%UnchangedHolders
Q4 20214,201$287.0K0.2%–No prior filingHolders