Primoris Wealth Advisors, LLC

SEC CIK: 0001909619
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

GWH holding history

ESS Tech, 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.

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

Shares (Q2 2026): 16,500
Value: $15.7K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of GWH by Primoris Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,500	$15.7K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	16,500	$19.3K	<0.1%	+6,500+65.0%	Added	Holders
Q4 2025	10,000	$18.8K	<0.1%	+10,000	New	Holders