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Precision Wealth Strategies, LLC: EXEL position timeline

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

Precision Wealth Strategies, LLC held 13,564 EXEL 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 13,564 shares
    Change vs previous 13F +88 shares

    0.22% of the 13F portfolio, value $738,017.

    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 13,476 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $577,986.

    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).