Precision Wealth Strategies, LLC: CHRW position timeline

Precision Wealth Strategies, LLC held 2,406 CHRW 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 2,406 shares

   Change vs previous 13F +1 shares

   0.14% of the 13F portfolio, value $453,146.

   13F-HR 0001765380-26-000317 filed by Precision Wealth Strategies, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,405 shares

   Change vs previous 13F -550 shares

   0.13% of the 13F portfolio, value $399,398.

   13F-HR 0001765380-26-000175 filed by Precision Wealth Strategies, LLC
   Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,955 shares

   Change vs previous 13F -794 shares

   0.15% of the 13F portfolio, value $475,113.

   13F-HR 0001765380-26-000059 filed by Precision Wealth Strategies, LLC
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,749 shares

   Change vs previous 13F -75 shares

   0.16% of the 13F portfolio, value $496,368.

   13F-HR 0001765380-25-000431 filed by Precision Wealth Strategies, LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,824 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $366,913.

   13F-HR 0001765380-25-000251 filed by Precision Wealth Strategies, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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