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Proactive Wealth Strategies LLC: FV position timeline

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

Proactive Wealth Strategies LLC held 604,871 FV 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 604,871 shares
    Change vs previous 13F -4,627 shares

    7.37% of the 13F portfolio, value $45,897,010.

    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 609,498 shares
    Change vs previous 13F +295,995 shares

    6.92% of the 13F portfolio, value $36,836,236.

    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 313,503 shares
    Change vs previous 13F +577 shares

    7.82% of the 13F portfolio, value $19,725,464.

    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 312,926 shares
    Change vs previous 13F -1,324 shares

    8.34% of the 13F portfolio, value $19,376,290.

    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 314,250 shares
    Change vs previous 13F +4,655 shares

    8.79% of the 13F portfolio, value $18,622,000.

    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 309,595 shares
    Change vs previous 13F +11,454 shares

    9.06% of the 13F portfolio, value $16,984,000.

    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 298,141 shares
    Change vs previous 13F +7,112 shares

    9.17% of the 13F portfolio, value $17,608,000.

    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 291,029 shares
    Change vs previous 13F not available

    9.42% of the 13F portfolio, value $16,958,000.

    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).