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Precision Wealth Strategies, LLC: LOPE position timeline

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

Precision Wealth Strategies, LLC held 3,136 LOPE 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 3,136 shares
    Change vs previous 13F +50 shares

    0.14% of the 13F portfolio, value $448,793.

    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 3,086 shares
    Change vs previous 13F -492 shares

    0.17% of the 13F portfolio, value $524,713.

    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 3,578 shares
    Change vs previous 13F -247 shares

    0.19% of the 13F portfolio, value $595,057.

    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 3,825 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $839,664.

    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).