Skip to content
Disclosery

Precision Wealth Strategies, LLC: NTRS position timeline

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

Precision Wealth Strategies, LLC held 7,305 NTRS 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 7,305 shares
    Change vs previous 13F +440 shares

    0.38% of the 13F portfolio, value $1,269,911.

    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 6,865 shares
    Change vs previous 13F +2,098 shares

    0.32% of the 13F portfolio, value $958,148.

    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 4,767 shares
    Change vs previous 13F +215 shares

    0.21% of the 13F portfolio, value $651,110.

    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 4,552 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $612,699.

    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).