Precision Wealth Strategies, LLC: MBB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Precision Wealth Strategies, LLC on MBB, newest first. How the timeline and the estimate are built.
Precision Wealth Strategies, LLC held 3,727 MBB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 3,727 sharesChange vs previous 13F -59 shares
0.11% of the 13F portfolio, value $352,276.
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 3,786 sharesChange vs previous 13F -548 shares
0.12% of the 13F portfolio, value $359,481.
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 4,334 sharesChange vs previous 13F -126 shares
0.13% of the 13F portfolio, value $412,649.
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 4,460 sharesChange vs previous 13F -272 shares
0.14% of the 13F portfolio, value $424,373.
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 4,732 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $444,302.
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).