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Precision Wealth Strategies, LLC: PYLD position timeline

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

Precision Wealth Strategies, LLC held 401,260 PYLD 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 401,260 shares
    Change vs previous 13F -51,548 shares

    3.21% of the 13F portfolio, value $10,641,426.

    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 452,808 shares
    Change vs previous 13F +30,385 shares

    3.94% of the 13F portfolio, value $11,863,572.

    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 422,423 shares
    Change vs previous 13F +20,937 shares

    3.65% of the 13F portfolio, value $11,270,246.

    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 401,486 shares
    Change vs previous 13F +38,321 shares

    3.5% of the 13F portfolio, value $10,775,884.

    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 363,165 shares
    Change vs previous 13F -30,147 shares

    3.13% of the 13F portfolio, value $9,638,399.

    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 393,312 shares
    Change vs previous 13F -3,737 shares

    7.92% of the 13F portfolio, value $10,363,771.

    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 397,049 shares
    Change vs previous 13F +80,528 shares

    7.96% of the 13F portfolio, value $10,291,510.

    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 316,521 shares
    Change vs previous 13F not available

    7.81% of the 13F portfolio, value $8,435,285.

    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).