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Primoris Wealth Advisors, LLC

SEC CIK
0001909619
Latest filing
Jul 29, 2026

SPFI holding history

South Plains Financial, 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.

SPFI overviewAll 13F holders of SPFIFull Q2 2026 holdings

Shares (Q2 2026)
9,625
Value
$414.7K
% of portfolio
0.2%
Quarters held
1
Since Q2 2026
Holdings of SPFI by Primoris Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,625$414.7K0.2%+9,625NewHolders