Precision Wealth Strategies, LLC: MAR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Precision Wealth Strategies, LLC on MAR, newest first. How the timeline and the estimate are built.
Precision Wealth Strategies, LLC held 33,481 MAR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 33,481 sharesChange vs previous 13F +7,128 shares
3.74% of the 13F portfolio, value $12,407,551.
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 26,353 sharesChange vs previous 13F +5,932 shares
2.86% of the 13F portfolio, value $8,619,261.
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 20,421 sharesChange vs previous 13F +8,673 shares
2.05% of the 13F portfolio, value $6,335,257.
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 11,748 sharesChange vs previous 13F +714 shares
0.99% of the 13F portfolio, value $3,059,639.
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 11,034 sharesChange vs previous 13F not available
0.98% of the 13F portfolio, value $3,014,706.
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).