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Disclosery

Precision Wealth Strategies, LLC: LII position timeline

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

Precision Wealth Strategies, LLC held 0 LII shares at 2025-12-31 per its 13F-HR filed 2026-01-30.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -709 shares

    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).

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

  2. period ended2025-09-30
    13F 709 shares
    Change vs previous 13F -33 shares

    0.12% of the 13F portfolio, value $375,316.

    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).

  3. period ended2025-06-30
    13F 742 shares
    Change vs previous 13F -65 shares

    0.14% of the 13F portfolio, value $425,344.

    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).

  4. period ended2025-03-31
    13F 807 shares
    Change vs previous 13F +92 shares

    0.35% of the 13F portfolio, value $452,590.

    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).

  5. period ended2024-12-31
    13F 715 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $435,650.

    13F-HR 0001765380-25-000011 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 ended2024-09-30
    13F 715 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $432,067.

    13F-HR 0001765380-24-000395 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).