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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

  1. period ended2026-06-30
    13F 1,757 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 1,805 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 2,071 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 8,414 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 7,573 shares
    Change 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), ingested

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