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GoalVest Advisory LLC

Position in PRIM — Primoris Services Corp

CIK 1839307 NEW YORK, NY

Position in PRIM

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$2,874
-$1,274 QoQ
Shares Held
29
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#406
of 444 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in PRIM Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

GoalVest Advisory LLC holds $373,374 across 3 Engineering & Construction names. PRIM ranks #3 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 PRIM
Primoris Services Corp
This page
29 $2,874

All Filings in PRIM

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,874 29
2026-03-31 $4,148 29