Prosperity Wealth Management, Inc.

SEC CIK: 0001991463
Latest filing: Mar 27, 2026

SEC filings (opens in a new tab)

PRIM holding history

Primoris Services Corp in every 13F filed by Prosperity Wealth Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PRIM overview All 13F holders of PRIM Full Q4 2025 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2025

Holdings of PRIM by Prosperity Wealth Management, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−6,350−100.0%	Sold out	Holders
Q3 2025	6,350	$872.0K	0.3%	+275+4.5%	Added	Holders
Q2 2025	6,075	$473.5K	0.2%	+575+10.5%	Added	Holders
Q1 2025	5,500	$315.8K	0.1%	+5,500	New	Holders