Precision Wealth Strategies, LLC SEC EDGAR Filings (CIK 0001844197)

SEC EDGAR filings, ownership reports, and insider transactions for Precision Wealth Strategies, LLC.

Business address
4622 Macklind Ave, Saint Louis, MO, 63109
Top securities (13F)
VOO, OZ, PYLD, BSV, IEFA, NFLX, GE, BIV, META, HEFA, NVDA, CSHI, UYLD, SHM, PLTR, JNK, BKNG, CARY, IJR, and COST
Top holdings (Schedule 13G)
OZ
State of incorporation
MO
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Precision Wealth Strategies, LLC has filed 24 SEC EDGAR filings since 26 Apr 2021

Latest Filings

Recent SEC filings for Precision Wealth Strategies, LLC including 13F-HR, N-PX, SCHEDULE 13G and more.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Oct 2025 30 Sep 2025 028-21148
N-PX Open N-PX document View SEC filing for N-PX 31 Jul 2025 30 Jun 2025 028-21148
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Jul 2025 30 Jun 2025 028-21148
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Apr 2025 31 Mar 2025 028-21148
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jan 2025 31 Dec 2024 028-21148
SCHEDULE 13G Open SCHEDULE 13G document View SEC filing for SCHEDULE 13G 23 Jan 2025
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2024 30 Sep 2024 028-21148
N-PX Open N-PX document View SEC filing for N-PX 05 Aug 2024 30 Jun 2024 028-21148
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Aug 2024 30 Jun 2024 028-21148
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 May 2024 31 Mar 2024 028-21148
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13 Feb 2024 31 Dec 2023 028-21148
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Feb 2024 31 Dec 2023 028-21148
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Oct 2023 30 Sep 2023 028-21148
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2023 30 Jun 2023 028-21148
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 May 2023 31 Mar 2023 028-21148
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Feb 2023 31 Dec 2022 028-21148
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Oct 2022 30 Sep 2022 028-21148
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Jul 2022 30 Jun 2022 028-21148
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 May 2022 31 Mar 2022 028-21148
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jan 2022 31 Dec 2021 028-21148
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Nov 2021 30 Sep 2021 028-21148
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jul 2021 30 Jun 2021 028-21148
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Apr 2021 31 Mar 2021 028-21148
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Apr 2021 31 Dec 2020 028-21148

About this filer

Precision Wealth Strategies, LLC files with the SEC under CIK 0001844197. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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