Skip to content

Precision Wealth Strategies, LLC: BPOP position timeline

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

Precision Wealth Strategies, LLC held 5,979 BPOP 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 5,979 shares
    Change vs previous 13F +5 shares

    0.3% of the 13F portfolio, value $981,632.

    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 5,974 shares
    Change vs previous 13F +41 shares

    0.27% of the 13F portfolio, value $801,532.

    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 5,933 shares
    Change vs previous 13F +336 shares

    0.24% of the 13F portfolio, value $738,777.

    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 5,597 shares
    Change vs previous 13F -798 shares

    0.23% of the 13F portfolio, value $710,875.

    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).

  5. period ended2025-06-30
    13F 6,395 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $704,793.

    13F-HR 0001765380-25-000251 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).