Precision Wealth Strategies, LLC: BIV position timeline

Precision Wealth Strategies, LLC held 50,889 BIV 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 50,889 shares

   Change vs previous 13F -5,455 shares

   1.18% of the 13F portfolio, value $3,903,168.

   13F-HR 0001765380-26-000317 filed by Precision Wealth Strategies, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 56,344 shares

   Change vs previous 13F -6,266 shares

   1.44% of the 13F portfolio, value $4,348,643.

   13F-HR 0001765380-26-000175 filed by Precision Wealth Strategies, LLC
   Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 62,610 shares

   Change vs previous 13F -21,669 shares

   1.58% of the 13F portfolio, value $4,876,066.

   13F-HR 0001765380-26-000059 filed by Precision Wealth Strategies, LLC
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 84,279 shares

   Change vs previous 13F -12,000 shares

   2.13% of the 13F portfolio, value $6,581,309.

   13F-HR 0001765380-25-000431 filed by Precision Wealth Strategies, LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 96,279 shares

   Change vs previous 13F not available

   2.42% of the 13F portfolio, value $7,446,252.

   13F-HR 0001765380-25-000251 filed by Precision Wealth Strategies, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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