Proactive Wealth Strategies LLC: FEX position timeline

Proactive Wealth Strategies LLC held 6,403 FEX 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 6,403 shares

   Change vs previous 13F +14 shares

   0.14% of the 13F portfolio, value $895,456.

   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).

2. period ended2026-03-31

   13F 6,389 shares

   Change vs previous 13F +3,202 shares

   0.15% of the 13F portfolio, value $779,076.

   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 ended2025-12-31

   13F 3,187 shares

   Change vs previous 13F +11 shares

   0.15% of the 13F portfolio, value $378,039.

   13F-HR 0002043129-26-000001 filed by Proactive Wealth Strategies LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,176 shares

   Change vs previous 13F -941 shares

   0.16% of the 13F portfolio, value $371,047.

   13F-HR 0002043129-25-000006 filed by Proactive Wealth Strategies LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,117 shares

   Change vs previous 13F +10 shares

   0.21% of the 13F portfolio, value $453,000.

   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).

6. period ended2025-03-31

   13F 4,107 shares

   Change vs previous 13F -227 shares

   0.22% of the 13F portfolio, value $421,000.

   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).

7. period ended2024-12-31

   13F 4,334 shares

   Change vs previous 13F +18 shares

   0.24% of the 13F portfolio, value $452,000.

   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).

8. period ended2024-09-30

   13F 4,316 shares

   Change vs previous 13F not available

   0.25% of the 13F portfolio, value $450,000.

   13F-HR 0002043129-24-000001 filed by Proactive Wealth Strategies LLC
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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