Primoris Wealth Advisors, LLC

SEC CIK: 0001909619
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

FWRG holding history

First Watch Restaurant Group, 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.

FWRG overview All 13F holders of FWRG Full Q2 2026 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2024

Holdings of FWRG by Primoris Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−13,169−100.0%	Sold out	Holders
Q2 2024	13,169	$231.2K	0.2%	−59,467−81.9%	Reduced	Holders
Q1 2024	72,636	$1.79M	1.4%	+72,636	New	Holders