Precision Wealth Strategies, LLC: QUAL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Precision Wealth Strategies, LLC on QUAL, newest first. How the timeline and the estimate are built.
Precision Wealth Strategies, LLC held 1,219 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 1,219 sharesChange vs previous 13F -11 shares
0.08% of the 13F portfolio, value $267,485.
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 1,230 sharesChange vs previous 13F -3 shares
0.08% of the 13F portfolio, value $235,926.
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 1,233 sharesChange vs previous 13F +70 shares
0.08% of the 13F portfolio, value $244,898.
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 1,163 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $226,204.
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 1,163 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $212,620.
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).