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Precision Wealth Strategies, LLC: WMT position timeline

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

Precision Wealth Strategies, LLC held 33,728 WMT 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 33,728 shares
    Change vs previous 13F +1,284 shares

    1.15% of the 13F portfolio, value $3,820,011.

    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 32,444 shares
    Change vs previous 13F +3,725 shares

    1.34% of the 13F portfolio, value $4,032,101.

    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 28,719 shares
    Change vs previous 13F +2,166 shares

    1.04% of the 13F portfolio, value $3,199,549.

    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 26,553 shares
    Change vs previous 13F +3,258 shares

    0.89% of the 13F portfolio, value $2,736,520.

    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 23,295 shares
    Change vs previous 13F +6,834 shares

    0.74% of the 13F portfolio, value $2,277,754.

    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 16,461 shares
    Change vs previous 13F +2,429 shares

    1.1% of the 13F portfolio, value $1,445,111.

    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 14,032 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,267,791.

    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).