Proactive Wealth Strategies LLC: EFG position timeline

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

Proactive Wealth Strategies LLC held 2,319 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 2,319 shares
Change vs previous 13F +19 shares
0.05% of the 13F portfolio, value $288,718.
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).
period ended2026-03-31
13F 2,300 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $256,231.
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).