Precision Wealth Strategies, LLC: ORCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Precision Wealth Strategies, LLC on ORCL, newest first. How the timeline and the estimate are built.
Precision Wealth Strategies, LLC held 4,307 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 4,307 sharesChange vs previous 13F +90 shares
0.19% of the 13F portfolio, value $631,191.
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 4,217 sharesChange vs previous 13F -600 shares
0.21% of the 13F portfolio, value $620,363.
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 4,817 sharesChange vs previous 13F -1,072 shares
0.3% of the 13F portfolio, value $938,815.
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 5,889 sharesChange vs previous 13F -235 shares
0.54% of the 13F portfolio, value $1,656,222.
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 6,124 sharesChange vs previous 13F not available
0.43% of the 13F portfolio, value $1,338,890.
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).