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Precision Wealth Strategies, LLC: DFH position timeline

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

Precision Wealth Strategies, LLC held 0 DFH 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 -16,233 shares

    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).

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

  2. period ended2025-06-30
    13F 16,233 shares
    Change vs previous 13F +1,062 shares

    0.13% of the 13F portfolio, value $407,935.

    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).

  3. period ended2025-03-31
    13F 15,171 shares
    Change vs previous 13F +3,044 shares

    0.26% of the 13F portfolio, value $342,258.

    13F-HR 0001765380-25-000144 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 ended2024-12-31
    13F 12,127 shares
    Change vs previous 13F +1,429 shares

    0.22% of the 13F portfolio, value $282,195.

    13F-HR 0001765380-25-000011 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 ended2024-09-30
    13F 10,698 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $387,375.

    13F-HR 0001765380-24-000395 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).