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Primoris Wealth Advisors, LLC

SEC CIK
0001909619
Latest filing
Jul 29, 2026

MQY holding history

BlackRock Muniyield Quality Fund, 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.

MQY overviewAll 13F holders of MQYFull Q2 2026 holdings

Shares (Q2 2026)
133,892
Value
$1.55M
% of portfolio
0.7%
Quarters held
11
Since Q4 2023
Holdings of MQY by Primoris Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026133,892$1.55M0.7%+30.0%AddedHolders
Q1 2026133,889$1.47M1.0%+87,788+190.4%AddedHolders
Q4 202546,101$520.9K0.3%+1,001+2.2%AddedHolders
Q3 202545,100$525.4K0.3%00.0%UnchangedHolders
Q2 202545,100$501.1K0.3%−4,900−9.8%ReducedHolders
Q1 202550,000$585.5K0.5%−1,500−2.9%ReducedHolders
Q4 202451,500$593.3K0.5%+11,000+27.2%AddedHolders
Q3 202440,500$531.0K0.4%+21,000+107.7%AddedHolders
Q2 202419,500$239.5K0.2%+7,000+56.0%AddedHolders
Q1 202412,500$153.1K0.1%+2,500+25.0%AddedHolders
Q4 202310,000$121.9K0.1%+10,000NewHolders