Precision Wealth Strategies, LLC: VBR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Precision Wealth Strategies, LLC on VBR, newest first. How the timeline and the estimate are built.
Precision Wealth Strategies, LLC held 6,217 VBR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 6,217 sharesChange vs previous 13F -211 shares
0.46% of the 13F portfolio, value $1,510,615.
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 6,428 sharesChange vs previous 13F -637 shares
0.46% of the 13F portfolio, value $1,396,484.
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 7,065 sharesChange vs previous 13F -901 shares
0.48% of the 13F portfolio, value $1,496,298.
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 7,966 sharesChange vs previous 13F -455 shares
0.54% of the 13F portfolio, value $1,662,500.
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 8,421 sharesChange vs previous 13F not available
0.53% of the 13F portfolio, value $1,642,163.
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).