Precision Wealth Strategies, LLC: V position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Precision Wealth Strategies, LLC on V, newest first. How the timeline and the estimate are built.
Precision Wealth Strategies, LLC held 1,757 V shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 1,757 sharesChange vs previous 13F -48 shares
0.18% of the 13F portfolio, value $602,928.
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 1,805 sharesChange vs previous 13F -266 shares
0.18% of the 13F portfolio, value $545,648.
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 2,071 sharesChange vs previous 13F -6,343 shares
0.24% of the 13F portfolio, value $726,291.
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 8,414 sharesChange vs previous 13F +841 shares
0.93% of the 13F portfolio, value $2,872,440.
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 7,573 sharesChange vs previous 13F not available
0.87% of the 13F portfolio, value $2,688,865.
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).