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Precision Wealth Strategies, LLC: AU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Precision Wealth Strategies, LLC on AU, newest first. How the timeline and the estimate are built.

Precision Wealth Strategies, LLC held 9,096 AU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,096 shares
    Change vs previous 13F -2,365 shares

    0.22% of the 13F portfolio, value $735,804.

    13F-HR 0001765380-26-000317 filed by Precision Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,461 shares
    Change vs previous 13F +1,285 shares

    0.37% of the 13F portfolio, value $1,115,867.

    13F-HR 0001765380-26-000175 filed by Precision Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,176 shares
    Change vs previous 13F +1,495 shares

    0.28% of the 13F portfolio, value $867,809.

    13F-HR 0001765380-26-000059 filed by Precision Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,681 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $610,535.

    13F-HR 0001765380-25-000431 filed by Precision Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).