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Precision Wealth Strategies, LLC: IEFA position timeline

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

Precision Wealth Strategies, LLC held 72,498 IEFA 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 72,498 shares
    Change vs previous 13F -436 shares

    2.11% of the 13F portfolio, value $7,001,871.

    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 72,934 shares
    Change vs previous 13F -13,969 shares

    2.19% of the 13F portfolio, value $6,602,694.

    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).

  3. period ended2025-12-31
    13F 86,903 shares
    Change vs previous 13F -16,211 shares

    2.52% of the 13F portfolio, value $7,774,321.

    13F-HR 0001765380-26-000059 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 ended2025-09-30
    13F 103,114 shares
    Change vs previous 13F -9,582 shares

    2.92% of the 13F portfolio, value $9,002,911.

    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).

  5. period ended2025-06-30
    13F 112,696 shares
    Change vs previous 13F +109,029 shares

    3.05% of the 13F portfolio, value $9,407,888.

    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).

  6. period ended2025-03-31
    13F 3,667 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $277,409.

    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).