Precision Wealth Strategies, LLC: IUSB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Precision Wealth Strategies, LLC on IUSB, newest first. How the timeline and the estimate are built.
Precision Wealth Strategies, LLC held 11,773 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 11,773 sharesChange vs previous 13F -57 shares
0.16% of the 13F portfolio, value $543,324.
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 11,830 sharesChange vs previous 13F -576 shares
0.18% of the 13F portfolio, value $546,428.
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 12,406 sharesChange vs previous 13F +4,644 shares
0.19% of the 13F portfolio, value $577,375.
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 7,762 sharesChange vs previous 13F -793 shares
0.12% of the 13F portfolio, value $362,563.
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 8,555 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $395,498.
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).