SEC 13F Intelligence

Primoris Wealth Advisors, LLC / AXGN

Primoris Wealth Advisors, LLC’s Axogen Inc Position

Does Primoris Wealth Advisors, LLC own Axogen Inc (AXGN)? Yes — 139.2K shares worth $5M (+3.23% of its 13F portfolio) as of Q1 2026, down from 139.4K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
139.2K
% of Portfolio
+3.23%
Quarters Held
7
currently held

Position History AXGN

Reported value by quarter
Q3 ’24: $206,800Q3 ’24Q4 ’24: $237,312Q4 ’24Q1 ’25: $276,575Q1 ’25Q2 ’25: $170,347Q2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026139.2K$5M+3.23%
Q4 2025139.4K$5M+2.73%
Q3 2025143.1K$3M+1.62%
Q2 202515.7K$170,347+0.12%
Q1 202514.4K$276,575+0.21%
Q4 202414.4K$237,312+0.18%
Q3 202414.8K$206,800+0.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Primoris Wealth Advisors, LLC’s full portfolio or all institutional holders of AXGN.