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Disclosery

Precision Wealth Strategies, LLC: HBM position timeline

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

Precision Wealth Strategies, LLC held 0 HBM shares at 2026-03-31 per its 13F-HR filed 2026-05-06.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -73,683 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 73,683 shares
    Change vs previous 13F +17,306 shares

    0.47% of the 13F portfolio, value $1,462,608.

    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).

  3. period ended2025-09-30
    13F 56,377 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $854,675.

    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).