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Precision Wealth Strategies, LLC: SYF position timeline

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

Precision Wealth Strategies, LLC held 8,136 SYF 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 8,136 shares
    Change vs previous 13F -481 shares

    0.19% of the 13F portfolio, value $618,751.

    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 8,617 shares
    Change vs previous 13F +619 shares

    0.19% of the 13F portfolio, value $586,132.

    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 7,998 shares
    Change vs previous 13F +118 shares

    0.22% of the 13F portfolio, value $667,273.

    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 7,880 shares
    Change vs previous 13F +524 shares

    0.18% of the 13F portfolio, value $559,874.

    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 7,356 shares
    Change vs previous 13F +477 shares

    0.16% of the 13F portfolio, value $490,939.

    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 6,879 shares
    Change vs previous 13F -2,234 shares

    0.28% of the 13F portfolio, value $364,174.

    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 9,113 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $592,345.

    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).