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Primoris Wealth Advisors, LLC

SEC CIK
0001909619
Latest filing
Jul 29, 2026

GFI holding history

Gold Fields Ltd 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.

GFI overviewAll 13F holders of GFIFull Q2 2026 holdings

Shares (Q2 2026)
17,507
Value
$588.1K
% of portfolio
0.3%
Quarters held
10
Since Q1 2024
Holdings of GFI by Primoris Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,507$588.1K0.3%00.0%UnchangedHolders
Q1 202617,507$794.8K0.6%00.0%UnchangedHolders
Q4 202517,507$764.4K0.5%−1,000−5.4%ReducedHolders
Q3 202518,507$776.6K0.5%00.0%UnchangedHolders
Q2 202518,507$438.1K0.3%−2,093−10.2%ReducedHolders
Q1 202520,600$455.1K0.4%00.0%UnchangedHolders
Q4 202420,600$271.9K0.2%−3,449−14.3%ReducedHolders
Q3 202424,049$369.1K0.3%00.0%UnchangedHolders
Q2 202424,049$358.3K0.3%−6,001−20.0%ReducedHolders
Q1 202430,050$445.7K0.4%+30,050NewHolders