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Proactive Wealth Strategies LLC: FCVT position timeline

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

Proactive Wealth Strategies LLC held 81,703 FCVT 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 81,703 shares
    Change vs previous 13F -1,517 shares

    0.71% of the 13F portfolio, value $4,393,478.

    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 83,220 shares
    Change vs previous 13F +40,173 shares

    0.69% of the 13F portfolio, value $3,676,360.

    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 43,047 shares
    Change vs previous 13F -86 shares

    0.73% of the 13F portfolio, value $1,852,506.

    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 43,133 shares
    Change vs previous 13F +383 shares

    0.79% of the 13F portfolio, value $1,844,713.

    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 42,750 shares
    Change vs previous 13F +135 shares

    0.78% of the 13F portfolio, value $1,659,000.

    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 42,615 shares
    Change vs previous 13F -179 shares

    0.79% of the 13F portfolio, value $1,488,000.

    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 42,794 shares
    Change vs previous 13F -733 shares

    0.82% of the 13F portfolio, value $1,574,000.

    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 43,527 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,554,000.

    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).