Precision Wealth Strategies, LLC: SFBS position timeline

Precision Wealth Strategies, LLC held 0 SFBS shares at 2025-09-30 per its 13F-HR filed 2025-10-16.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -7,889 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 7,889 shares

   Change vs previous 13F +180 shares

   0.2% of the 13F portfolio, value $611,470.

   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).

3. period ended2025-03-31

   13F 7,709 shares

   Change vs previous 13F +364 shares

   0.49% of the 13F portfolio, value $636,749.

   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).

4. period ended2024-12-31

   13F 7,345 shares

   Change vs previous 13F +133 shares

   0.48% of the 13F portfolio, value $622,395.

   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).

5. period ended2024-09-30

   13F 7,212 shares

   Change vs previous 13F not available

   0.54% of the 13F portfolio, value $580,180.

   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).