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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

  1. period ended2026-06-30
    13F 6,217 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 6,428 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 7,065 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 7,966 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 8,421 shares
    Change 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), ingested

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