Skip to content
Disclosery

Proactive Wealth Strategies LLC: FCEF position timeline

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

Proactive Wealth Strategies LLC held 53,981 FCEF 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 53,981 shares
    Change vs previous 13F -2,412 shares

    0.21% of the 13F portfolio, value $1,298,368.

    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 56,393 shares
    Change vs previous 13F +28,436 shares

    0.24% of the 13F portfolio, value $1,269,182.

    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 27,957 shares
    Change vs previous 13F -1,970 shares

    0.25% of the 13F portfolio, value $642,192.

    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 29,927 shares
    Change vs previous 13F +1,226 shares

    0.29% of the 13F portfolio, value $684,731.

    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 28,701 shares
    Change vs previous 13F -604 shares

    0.3% of the 13F portfolio, value $644,000.

    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 29,305 shares
    Change vs previous 13F +305 shares

    0.34% of the 13F portfolio, value $636,000.

    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).

  7. period ended2024-12-31
    13F 29,000 shares
    Change vs previous 13F +444 shares

    0.33% of the 13F portfolio, value $627,000.

    13F-HR 0002043129-25-000001 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).

  8. period ended2024-09-30
    13F 28,556 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $636,000.

    13F-HR 0002043129-24-000001 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).