Precision Wealth Strategies, LLC: OS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Precision Wealth Strategies, LLC on OS, newest first. How the timeline and the estimate are built.
Precision Wealth Strategies, LLC held 0 OS shares at 2025-09-30 per its 13F-HR filed 2025-10-16.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -27,998 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 27,998 sharesChange vs previous 13F +13,584 shares
0.26% of the 13F portfolio, value $792,343.
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).
- period ended2025-03-3113F 14,414 sharesChange vs previous 13F +3,963 shares
0.24% of the 13F portfolio, value $307,595.
13F-HR 0001765380-25-000144 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 ended2024-12-3113F 10,451 sharesChange vs previous 13F +484 shares
0.23% of the 13F portfolio, value $298,063.
13F-HR 0001765380-25-000011 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 ended2024-09-3013F 9,967 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $337,881.
13F-HR 0001765380-24-000395 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).