Position in PRI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$510,423
+$299,099 QoQ
Shares Held
1,796
+125.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#291
of 519 holders
Holding Since
Sep 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Impact Partnership Wealth, LLC holds $510,423 across 1 Insurance - Life name. PRI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRI |
Primerica, Inc.
This page
|
1,796 | $510,423 |
All Filings in PRI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,423 | 1,796 | Shares | Sole | 2026-07-29 | |
| 2024-09-30 | $211,324 | 797 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||