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Precision Wealth Strategies, LLC: VNQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Precision Wealth Strategies, LLC on VNQ, newest first. How the timeline and the estimate are built.

Precision Wealth Strategies, LLC held 12,304 VNQ 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 12,304 shares
    Change vs previous 13F +434 shares

    0.36% of the 13F portfolio, value $1,186,511.

    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 11,870 shares
    Change vs previous 13F -1,963 shares

    0.35% of the 13F portfolio, value $1,052,876.

    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 13,833 shares
    Change vs previous 13F -1,406 shares

    0.4% of the 13F portfolio, value $1,224,110.

    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 15,239 shares
    Change vs previous 13F -1,203 shares

    0.45% of the 13F portfolio, value $1,393,187.

    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 16,442 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,464,283.

    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).