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Primoris Wealth Advisors, LLC

SEC CIK
0001909619
Latest filing
Jul 29, 2026

FBTC holding history

Fidelity Wise Origin Bitcoin Fund 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.

FBTC overviewAll 13F holders of FBTCFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2024
Holdings of FBTC by Primoris Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−3,136−100.0%Sold outHolders
Q4 20253,136$239.1K0.1%+3,136NewHolders
Q1 20250$00.0%−6,295−100.0%Sold outHolders
Q4 20246,295$513.5K0.4%+6,295NewHolders