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Disclosery

Precision Wealth Strategies, LLC: SPOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Precision Wealth Strategies, LLC on SPOT, newest first. How the timeline and the estimate are built.

Precision Wealth Strategies, LLC held 0 SPOT shares at 2025-12-31 per its 13F-HR filed 2026-01-30.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -972 shares

    13F-HR 0001765380-26-000059 filed by Precision Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2025-09-30
    13F 972 shares
    Change vs previous 13F +6 shares

    0.22% of the 13F portfolio, value $678,456.

    13F-HR 0001765380-25-000431 filed by Precision Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 966 shares
    Change vs previous 13F -108 shares

    0.24% of the 13F portfolio, value $741,250.

    13F-HR 0001765380-25-000251 filed by Precision Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 1,074 shares
    Change vs previous 13F +130 shares

    0.45% of the 13F portfolio, value $590,732.

    13F-HR 0001765380-25-000144 filed by Precision Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 944 shares
    Change vs previous 13F -487 shares

    0.33% of the 13F portfolio, value $422,327.

    13F-HR 0001765380-25-000011 filed by Precision Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 1,431 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $527,366.

    13F-HR 0001765380-24-000395 filed by Precision Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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