Precision Wealth Strategies, LLC: PPC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Precision Wealth Strategies, LLC on PPC, newest first. How the timeline and the estimate are built.
Precision Wealth Strategies, LLC held 0 PPC 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 -11,802 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 11,802 sharesChange vs previous 13F -8 shares
0.17% of the 13F portfolio, value $530,854.
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 11,810 sharesChange vs previous 13F +2,003 shares
0.49% of the 13F portfolio, value $643,763.
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 9,807 sharesChange vs previous 13F -572 shares
0.34% of the 13F portfolio, value $445,140.
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 10,379 sharesChange vs previous 13F not available
0.44% of the 13F portfolio, value $477,953.
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).