Precision Wealth Strategies, LLC: IBKR position timeline

Precision Wealth Strategies, LLC held 11,266 IBKR 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 11,266 shares

   Change vs previous 13F -4,252 shares

   0.3% of the 13F portfolio, value $980,595.

   13F-HR 0001765380-26-000317 filed by Precision Wealth Strategies, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 15,518 shares

   Change vs previous 13F +2,988 shares

   0.35% of the 13F portfolio, value $1,040,793.

   13F-HR 0001765380-26-000175 filed by Precision Wealth Strategies, LLC
   Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 12,530 shares

   Change vs previous 13F +924 shares

   0.26% of the 13F portfolio, value $805,804.

   13F-HR 0001765380-26-000059 filed by Precision Wealth Strategies, LLC
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 11,606 shares

   Change vs previous 13F +11,606 shares

   0.26% of the 13F portfolio, value $798,609.

   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).

5. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   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).

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