Precision Wealth Strategies, LLC: INTU position timeline

Precision Wealth Strategies, LLC held 832 INTU 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 832 shares

   Change vs previous 13F -113 shares

   0.07% of the 13F portfolio, value $217,153.

   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 945 shares

   Change vs previous 13F -166 shares

   0.14% of the 13F portfolio, value $408,600.

   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 1,111 shares

   Change vs previous 13F +44 shares

   0.24% of the 13F portfolio, value $736,275.

   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 1,067 shares

   Change vs previous 13F +17 shares

   0.24% of the 13F portfolio, value $728,665.

   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 ended2025-06-30

   13F 1,050 shares

   Change vs previous 13F not available

   0.27% of the 13F portfolio, value $827,012.

   13F-HR 0001765380-25-000251 filed by Precision Wealth Strategies, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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