Precision Wealth Strategies, LLC: OZ position timeline

Precision Wealth Strategies, LLC held 235,002 OZ 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 235,002 shares

   Change vs previous 13F -5,687 shares

   3.21% of the 13F portfolio, value $10,643,241.

   13F-HR 0001765380-26-000317 filed by Precision Wealth Strategies, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 240,689 shares

   Change vs previous 13F -6,273 shares

   4.25% of the 13F portfolio, value $12,804,655.

   13F-HR 0001765380-26-000175 filed by Precision Wealth Strategies, LLC
   Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 246,962 shares

   Change vs previous 13F 0 shares

   5.2% of the 13F portfolio, value $16,059,939.

   13F-HR 0001765380-26-000059 filed by Precision Wealth Strategies, LLC
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 246,962 shares

   Change vs previous 13F +3,031 shares

   5.13% of the 13F portfolio, value $15,805,568.

   13F-HR 0001765380-25-000431 filed by Precision Wealth Strategies, LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 243,931 shares

   Change vs previous 13F 0 shares

   5.07% of the 13F portfolio, value $15,614,023.

   13F-HR 0001765380-25-000251 filed by Precision Wealth Strategies, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 243,931 shares

   Change vs previous 13F +8,135 shares

   12.03% of the 13F portfolio, value $15,733,550.

   13F-HR 0001765380-25-000144 filed by Precision Wealth Strategies, LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 235,796 shares

   Change vs previous 13F -695 shares

   14.12% of the 13F portfolio, value $18,250,610.

   13F-HR 0001765380-25-000011 filed by Precision Wealth Strategies, LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 236,491 shares

   Change vs previous 13F not available

   15.11% of the 13F portfolio, value $16,322,609.

   13F-HR 0001765380-24-000395 filed by Precision Wealth Strategies, LLC
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).