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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

  1. period ended2026-06-30
    13F 44,926 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 92,536 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 105,029 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 102,604 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 108,920 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).