Skip to main content

Primoris Wealth Advisors, LLC

SEC CIK
0001909619
Latest filing
Jul 29, 2026

PGRE holding history

Paramount Group, 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.

PGRE overviewAll 13F holders of PGREFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2022
Holdings of PGRE by Primoris Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−29,460−100.0%Sold outHolders
Q1 202329,460$134.3K0.2%−24,370−45.3%ReducedHolders
Q4 202253,830$293.4K0.5%−1,425−2.6%ReducedHolders
Q3 202255,255$336.0K0.6%−51,645−48.3%ReducedHolders
Q2 2022106,900$779.0K1.2%+106,900NewHolders