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Precision Wealth Strategies, LLC: SPYM position timeline

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

Precision Wealth Strategies, LLC held 7,770 SPYM 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 7,770 shares
    Change vs previous 13F -145 shares

    0.21% of the 13F portfolio, value $682,828.

    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 7,915 shares
    Change vs previous 13F -188 shares

    0.2% of the 13F portfolio, value $605,814.

    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 8,103 shares
    Change vs previous 13F +191 shares

    0.21% of the 13F portfolio, value $650,023.

    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 7,912 shares
    Change vs previous 13F -1,475 shares

    0.2% of the 13F portfolio, value $619,826.

    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 9,387 shares
    Change vs previous 13F -109 shares

    0.22% of the 13F portfolio, value $682,341.

    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 9,496 shares
    Change vs previous 13F -44 shares

    0.48% of the 13F portfolio, value $624,457.

    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 9,540 shares
    Change vs previous 13F +344 shares

    0.51% of the 13F portfolio, value $657,688.

    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 9,196 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $620,822.

    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).