Precision Wealth Strategies, LLC: F position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Precision Wealth Strategies, LLC on F, newest first. How the timeline and the estimate are built.
Precision Wealth Strategies, LLC held 12,435 F shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 12,435 sharesChange vs previous 13F +23 shares
0.05% of the 13F portfolio, value $172,849.
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 12,412 sharesChange vs previous 13F -50 shares
0.05% of the 13F portfolio, value $143,236.
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 12,462 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $163,503.
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 12,462 sharesChange vs previous 13F -46 shares
0.05% of the 13F portfolio, value $149,047.
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 12,508 sharesChange vs previous 13F +520 shares
0.04% of the 13F portfolio, value $135,713.
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).
- period ended2025-03-3113F 11,988 sharesChange vs previous 13F -2,000 shares
0.09% of the 13F portfolio, value $120,241.
13F-HR 0001765380-25-000144 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 ended2024-12-3113F 13,988 sharesChange vs previous 13F +2,000 shares
0.11% of the 13F portfolio, value $138,483.
13F-HR 0001765380-25-000011 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 ended2024-09-3013F 11,988 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $126,595.
13F-HR 0001765380-24-000395 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).