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Precision Wealth Strategies, LLC: CLIP position timeline

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

Precision Wealth Strategies, LLC held 15,377 CLIP 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 15,377 shares
    Change vs previous 13F -6,036 shares

    0.46% of the 13F portfolio, value $1,542,935.

    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 21,413 shares
    Change vs previous 13F +4,940 shares

    0.71% of the 13F portfolio, value $2,149,012.

    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 16,473 shares
    Change vs previous 13F +2,831 shares

    0.53% of the 13F portfolio, value $1,649,112.

    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 13,642 shares
    Change vs previous 13F -21,842 shares

    0.44% of the 13F portfolio, value $1,369,930.

    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 35,484 shares
    Change vs previous 13F +3,563 shares

    1.16% of the 13F portfolio, value $3,563,303.

    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 31,921 shares
    Change vs previous 13F -780 shares

    2.45% of the 13F portfolio, value $3,206,145.

    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 32,701 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $3,273,370.

    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).