Skip to main content
Livermore
Livermore
ZHEN

Primoris Wealth Advisors, LLC

SEC CIK
0001909619
Latest filing
Jul 29, 2026

NOW holding history

ServiceNow, 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.

NOW overviewAll 13F holders of NOWFull Q2 2026 holdings

Shares (Q2 2026)
5,760
Value
$571.9K
% of portfolio
0.3%
Quarters held
18
Since Q4 2021
Holdings of NOW by Primoris Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,760$571.9K0.3%+5,760NewHolders
Q1 20260$00.0%−5,045−100.0%Sold outHolders
Q4 20255,045$772.8K0.5%00.0%UnchangedConverted for a 5-for-1 splitHolders
Q3 20251,009$928.6K0.6%+10+1.0%AddedHolders
Q2 2025999$1.03M0.7%+14+1.4%AddedHolders
Q1 2025985$784.2K0.6%−14−1.4%ReducedHolders
Q4 2024999$1.06M0.8%00.0%UnchangedHolders
Q3 2024999$893.5K0.6%00.0%UnchangedHolders
Q2 2024999$785.9K0.6%00.0%UnchangedHolders
Q1 2024999$761.6K0.6%00.0%UnchangedHolders
Q4 2023999$705.8K0.7%−10−1.0%ReducedHolders
Q3 20231,009$564.0K0.7%−25−2.4%ReducedHolders
Q2 20231,034$581.1K0.6%00.0%UnchangedHolders
Q1 20231,034$480.5K0.6%−325−23.9%ReducedHolders
Q4 20221,359$527.7K0.8%−737−35.2%ReducedHolders
Q3 20222,096$793.0K1.4%−931−30.8%ReducedHolders
Q2 20223,027$1.44M2.2%+6+0.2%AddedHolders
Q1 20223,021$1.68M1.6%−53−1.7%ReducedHolders
Q4 20213,074$2.00M1.6%–No prior filingHolders