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Primoris Wealth Advisors, LLC

SEC CIK
0001909619
Latest filing
Jul 29, 2026

GAB holding history

Gabelli Equity 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.

GAB overviewAll 13F holders of GABFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2021
Holdings of GAB by Primoris Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−13,750−100.0%Sold outHolders
Q2 202313,750$79.8K0.1%00.0%UnchangedHolders
Q1 202313,750$78.9K0.1%00.0%UnchangedHolders
Q4 202213,750$75.3K0.1%−2,500−15.4%ReducedHolders
Q3 202216,250$91.0K0.2%00.0%UnchangedHolders
Q2 202216,250$98.0K0.1%00.0%UnchangedHolders
Q1 202216,250$112.0K0.1%00.0%UnchangedHolders
Q4 202116,250$116.0K0.1%–No prior filingHolders