Precision Wealth Strategies, LLC: BURL position timeline

Precision Wealth Strategies, LLC held 0 BURL shares at 2025-09-30 per its 13F-HR filed 2025-10-16.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -1,595 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 1,595 shares

   Change vs previous 13F -51 shares

   0.12% of the 13F portfolio, value $371,061.

   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).

3. period ended2025-03-31

   13F 1,646 shares

   Change vs previous 13F +211 shares

   0.3% of the 13F portfolio, value $392,291.

   13F-HR 0001765380-25-000144 filed by Precision Wealth Strategies, LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 1,435 shares

   Change vs previous 13F -432 shares

   0.32% of the 13F portfolio, value $409,061.

   13F-HR 0001765380-25-000011 filed by Precision Wealth Strategies, LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 1,867 shares

   Change vs previous 13F not available

   0.46% of the 13F portfolio, value $491,917.

   13F-HR 0001765380-24-000395 filed by Precision Wealth Strategies, LLC
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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