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Proactive Wealth Strategies LLC: FTLS position timeline

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

Proactive Wealth Strategies LLC held 181,593 FTLS 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 181,593 shares
    Change vs previous 13F -458 shares

    2.15% of the 13F portfolio, value $13,401,418.

    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 182,051 shares
    Change vs previous 13F +93,771 shares

    2.41% of the 13F portfolio, value $12,809,746.

    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 88,280 shares
    Change vs previous 13F -532 shares

    2.48% of the 13F portfolio, value $6,267,021.

    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 88,812 shares
    Change vs previous 13F +1,719 shares

    2.67% of the 13F portfolio, value $6,212,413.

    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 87,093 shares
    Change vs previous 13F +2,502 shares

    2.73% of the 13F portfolio, value $5,773,000.

    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 84,591 shares
    Change vs previous 13F +7,117 shares

    2.89% of the 13F portfolio, value $5,421,000.

    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 77,474 shares
    Change vs previous 13F +7,592 shares

    2.66% of the 13F portfolio, value $5,099,000.

    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 69,882 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $4,435,000.

    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).