Precision Wealth Strategies, LLC: URI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Precision Wealth Strategies, LLC on URI, newest first. How the timeline and the estimate are built.
Precision Wealth Strategies, LLC held 0 URI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -543 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 543 sharesChange vs previous 13F +9 shares
0.13% of the 13F portfolio, value $395,623.
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 534 sharesChange vs previous 13F -61 shares
0.14% of the 13F portfolio, value $432,193.
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 595 sharesChange vs previous 13F +1 shares
0.18% of the 13F portfolio, value $568,042.
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 594 sharesChange vs previous 13F +32 shares
0.15% of the 13F portfolio, value $447,535.
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 562 sharesChange vs previous 13F +82 shares
0.27% of the 13F portfolio, value $352,217.
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 480 sharesChange vs previous 13F +40 shares
0.26% of the 13F portfolio, value $338,142.
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 440 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $356,292.
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).