Precision Wealth Strategies, LLC: SHM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Precision Wealth Strategies, LLC on SHM, newest first. How the timeline and the estimate are built.
Precision Wealth Strategies, LLC held 44,926 SHM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 44,926 sharesChange vs previous 13F -47,610 shares
0.65% of the 13F portfolio, value $2,154,882.
13F-HR 0001765380-26-000317 filed by Precision Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 92,536 sharesChange vs previous 13F -12,493 shares
1.47% of the 13F portfolio, value $4,425,998.
13F-HR 0001765380-26-000175 filed by Precision Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 105,029 sharesChange vs previous 13F +2,425 shares
1.63% of the 13F portfolio, value $5,040,341.
13F-HR 0001765380-26-000059 filed by Precision Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 102,604 sharesChange vs previous 13F -6,316 shares
1.6% of the 13F portfolio, value $4,947,589.
13F-HR 0001765380-25-000431 filed by Precision Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 108,920 sharesChange vs previous 13F not available
1.69% of the 13F portfolio, value $5,209,644.
13F-HR 0001765380-25-000251 filed by Precision Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).