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Precision Wealth Strategies, LLC: IJR position timeline

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

Precision Wealth Strategies, LLC held 23,719 IJR 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 23,719 shares
    Change vs previous 13F -1,216 shares

    1.06% of the 13F portfolio, value $3,517,757.

    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 24,935 shares
    Change vs previous 13F -4,281 shares

    1.03% of the 13F portfolio, value $3,099,635.

    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 29,216 shares
    Change vs previous 13F -3,367 shares

    1.14% of the 13F portfolio, value $3,511,221.

    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 32,583 shares
    Change vs previous 13F -2,850 shares

    1.26% of the 13F portfolio, value $3,871,862.

    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 35,433 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $3,872,514.

    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).