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Precision Wealth Strategies, LLC: UYLD position timeline

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

Precision Wealth Strategies, LLC held 119,480 UYLD 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 119,480 shares
    Change vs previous 13F -45,631 shares

    1.84% of the 13F portfolio, value $6,094,062.

    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 165,111 shares
    Change vs previous 13F +42,784 shares

    2.8% of the 13F portfolio, value $8,426,458.

    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 122,327 shares
    Change vs previous 13F +19,427 shares

    2.03% of the 13F portfolio, value $6,256,390.

    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 102,900 shares
    Change vs previous 13F +39,330 shares

    1.71% of the 13F portfolio, value $5,262,821.

    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 63,570 shares
    Change vs previous 13F +6,209 shares

    1.05% of the 13F portfolio, value $3,246,520.

    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 57,361 shares
    Change vs previous 13F -2,104 shares

    2.24% of the 13F portfolio, value $2,930,573.

    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 59,465 shares
    Change vs previous 13F +18,220 shares

    2.35% of the 13F portfolio, value $3,036,581.

    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 41,245 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $2,110,507.

    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).