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Primoris Wealth Advisors, LLC

SEC CIK
0001909619
Latest filing
Jul 29, 2026

SLV holding history

iShares Silver Trust 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.

SLV overviewAll 13F holders of SLVFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2022
Holdings of SLV by Primoris Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−54,080−100.0%Sold outHolders
Q4 202554,080$3.48M2.1%−2,250−4.0%ReducedHolders
Q3 202556,330$2.39M1.5%−21,500−27.6%ReducedHolders
Q2 202577,830$2.55M1.7%+58,855+310.2%AddedHolders
Q1 202518,975$572.5K0.4%+4,315+29.4%AddedHolders
Q4 202414,660$386.0K0.3%−5,919−28.8%ReducedHolders
Q3 202420,579$584.6K0.4%−12,140−37.1%ReducedHolders
Q2 202432,719$842.8K0.7%+14,025+75.0%AddedHolders
Q1 202418,694$418.9K0.3%−6,313−25.2%ReducedHolders
Q4 202325,007$523.5K0.5%−1,242−4.7%ReducedHolders
Q3 202326,249$533.9K0.6%−20,175−43.5%ReducedHolders
Q2 202346,424$969.8K1.1%+14,935+47.4%AddedHolders
Q1 202331,489$696.5K0.9%+820+2.7%AddedHolders
Q4 202230,669$675.3K1.0%−660−2.1%ReducedHolders
Q3 202231,329$543.0K1.0%−21,689−40.9%ReducedHolders
Q2 202253,018$984.0K1.5%−161,794−75.3%ReducedHolders
Q1 2022214,812$4.92M4.6%+214,812NewHolders