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Precision Wealth Strategies, LLC: CARY position timeline

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

Precision Wealth Strategies, LLC held 208,150 CARY 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 208,150 shares
    Change vs previous 13F -21,833 shares

    1.3% of the 13F portfolio, value $4,325,367.

    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 229,983 shares
    Change vs previous 13F +16,646 shares

    1.58% of the 13F portfolio, value $4,777,418.

    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 213,337 shares
    Change vs previous 13F +19,427 shares

    1.44% of the 13F portfolio, value $4,442,850.

    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 193,910 shares
    Change vs previous 13F +10,218 shares

    1.32% of the 13F portfolio, value $4,054,658.

    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 183,692 shares
    Change vs previous 13F -14,347 shares

    1.24% of the 13F portfolio, value $3,820,794.

    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).

  6. period ended2025-03-31
    13F 198,039 shares
    Change vs previous 13F -370 shares

    3.14% of the 13F portfolio, value $4,111,290.

    13F-HR 0001765380-25-000144 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).

  7. period ended2024-12-31
    13F 198,409 shares
    Change vs previous 13F +57,718 shares

    3.16% of the 13F portfolio, value $4,085,241.

    13F-HR 0001765380-25-000011 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).

  8. period ended2024-09-30
    13F 140,691 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $2,981,242.

    13F-HR 0001765380-24-000395 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).