Precision Wealth Strategies, LLC
Holdings in OZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $16,059,938 | 246,962 | Shares | Sole | 2026-01-30 |
| 2025-09-30 | $15,805,568 | 246,962 | Shares | Sole | 2025-10-16 |
| 2025-06-30 | $15,873,809 | 243,931 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $15,733,549 | 243,931 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $18,250,610 | 235,796 | Shares | Sole | 2025-01-24 |
| 2024-09-30 | $16,322,608 | 236,491 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $13,793,806 | 238,235 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $14,694,522 | 241,329 | Shares | Sole | 2024-05-01 |
| 2023-12-31 | $18,642,665 | 241,329 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $20,717,203 | 241,741 | Shares | Sole | 2023-10-31 |
| 2023-06-30 | $21,031,467 | 241,741 | Shares | Sole | 2023-08-09 |
| 2023-03-31 | $22,675,305 | 241,741 | Shares | Sole | 2023-05-04 |
| 2022-12-31 | $24,174,100 | 241,741 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $22,013,159 | 260,665 | Shares | Sole | 2022-10-25 |
| 2022-06-30 | $25,417,949 | 260,110 | Shares | Sole | 2022-07-14 |
| 2022-03-31 | $25,984,989 | 260,110 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $7,815,166 | 78,097 | Shares | Sole | 2022-01-19 |