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Proactive Wealth Strategies LLC: FTSM position timeline

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

Proactive Wealth Strategies LLC held 129,422 FTSM 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 129,422 shares
    Change vs previous 13F -4,103 shares

    1.24% of the 13F portfolio, value $7,730,280.

    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 133,525 shares
    Change vs previous 13F +66,550 shares

    1.5% of the 13F portfolio, value $7,981,658.

    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 66,975 shares
    Change vs previous 13F +318 shares

    1.59% of the 13F portfolio, value $4,013,806.

    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 66,657 shares
    Change vs previous 13F +994 shares

    1.72% of the 13F portfolio, value $3,993,410.

    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 65,663 shares
    Change vs previous 13F +1,481 shares

    1.86% of the 13F portfolio, value $3,931,000.

    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 64,182 shares
    Change vs previous 13F +7,080 shares

    2.05% of the 13F portfolio, value $3,841,000.

    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 57,102 shares
    Change vs previous 13F +2,344 shares

    1.78% of the 13F portfolio, value $3,413,000.

    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 54,758 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $3,278,000.

    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).