Precision Wealth Strategies, LLC: FIX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Precision Wealth Strategies, LLC on FIX, newest first. How the timeline and the estimate are built.
Precision Wealth Strategies, LLC held 642 FIX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 642 sharesChange vs previous 13F -22 shares
0.38% of the 13F portfolio, value $1,272,412.
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 664 sharesChange vs previous 13F -772 shares
0.3% of the 13F portfolio, value $915,649.
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 1,436 sharesChange vs previous 13F +119 shares
0.43% of the 13F portfolio, value $1,340,204.
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 1,317 sharesChange vs previous 13F +67 shares
0.35% of the 13F portfolio, value $1,086,762.
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 1,250 sharesChange vs previous 13F +133 shares
0.22% of the 13F portfolio, value $670,263.
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 1,117 sharesChange vs previous 13F +145 shares
0.28% of the 13F portfolio, value $360,043.
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 972 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $412,186.
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).