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Precision Wealth Strategies, LLC: CSHI position timeline

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

Precision Wealth Strategies, LLC held 123,152 CSHI 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 123,152 shares
    Change vs previous 13F -47,745 shares

    1.85% of the 13F portfolio, value $6,134,196.

    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 170,897 shares
    Change vs previous 13F +45,051 shares

    2.82% of the 13F portfolio, value $8,507,228.

    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 125,846 shares
    Change vs previous 13F +19,579 shares

    2.03% of the 13F portfolio, value $6,258,328.

    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 106,267 shares
    Change vs previous 13F -8,953 shares

    1.71% of the 13F portfolio, value $5,283,914.

    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 115,220 shares
    Change vs previous 13F +11,428 shares

    1.86% of the 13F portfolio, value $5,729,891.

    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 103,792 shares
    Change vs previous 13F -4,241 shares

    3.94% of the 13F portfolio, value $5,151,197.

    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 108,033 shares
    Change vs previous 13F +37,366 shares

    4.16% of the 13F portfolio, value $5,382,204.

    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 70,667 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $3,519,217.

    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).