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Proactive Wealth Strategies LLC: EMLP position timeline

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

Proactive Wealth Strategies LLC held 91,203 EMLP 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 91,203 shares
    Change vs previous 13F -177 shares

    0.64% of the 13F portfolio, value $3,967,246.

    13F-HR 0002043129-26-000003 filed by Proactive 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 91,380 shares
    Change vs previous 13F +45,003 shares

    0.75% of the 13F portfolio, value $3,989,606.

    13F-HR 0002043129-26-000002 filed by Proactive 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 46,377 shares
    Change vs previous 13F -1,193 shares

    0.7% of the 13F portfolio, value $1,756,292.

    13F-HR 0002043129-26-000001 filed by Proactive 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 47,570 shares
    Change vs previous 13F +247 shares

    0.78% of the 13F portfolio, value $1,821,465.

    13F-HR 0002043129-25-000006 filed by Proactive 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 47,323 shares
    Change vs previous 13F +4,301 shares

    0.84% of the 13F portfolio, value $1,775,000.

    13F-HR 0002043129-25-000004 filed by Proactive 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 43,022 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,613,000.

    13F-HR 0002043129-25-000003 filed by Proactive Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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