Proactive Wealth Strategies LLC: BLK position timeline

Proactive Wealth Strategies LLC held 0 BLK 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 0 shares

   Change vs previous 13F -211 shares

   13F-HR 0002043129-26-000003 filed by Proactive Wealth Strategies LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 211 shares

   Change vs previous 13F +211 shares

   0.04% of the 13F portfolio, value $202,298.

   13F-HR 0002043129-26-000002 filed by Proactive Wealth Strategies LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -257 shares

   13F-HR 0002043129-25-000004 filed by Proactive Wealth Strategies LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-03-31

   13F 257 shares

   Change vs previous 13F +2 shares

   0.13% of the 13F portfolio, value $243,000.

   13F-HR 0002043129-25-000003 filed by Proactive Wealth Strategies LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 255 shares

   Change vs previous 13F not available

   0.14% of the 13F portfolio, value $262,000.

   13F-HR 0002043129-25-000001 filed by Proactive Wealth Strategies LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).