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
- period ended2026-06-3013F 119,480 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 165,111 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 122,327 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 102,900 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 63,570 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 57,361 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 59,465 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 41,245 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).