Precision Wealth Strategies, LLC: BRK-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Precision Wealth Strategies, LLC on BRK-B, newest first. How the timeline and the estimate are built.
Precision Wealth Strategies, LLC held 1,716 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 1,716 sharesChange vs previous 13F -11 shares
0.26% of the 13F portfolio, value $858,669.
13F-HR 0001765380-26-000317 filed by Precision Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,727 sharesChange vs previous 13F -426 shares
0.27% of the 13F portfolio, value $827,578.
13F-HR 0001765380-26-000175 filed by Precision Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,153 sharesChange vs previous 13F -331 shares
0.35% of the 13F portfolio, value $1,082,045.
13F-HR 0001765380-26-000059 filed by Precision Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,484 sharesChange vs previous 13F -115 shares
0.41% of the 13F portfolio, value $1,248,806.
13F-HR 0001765380-25-000431 filed by Precision Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,599 sharesChange vs previous 13F not available
0.41% of the 13F portfolio, value $1,262,516.
13F-HR 0001765380-25-000251 filed by Precision Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).