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Proactive Wealth Strategies LLC: FYC position timeline

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

Proactive Wealth Strategies LLC held 23,024 FYC 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 23,024 shares
    Change vs previous 13F +1,215 shares

    0.47% of the 13F portfolio, value $2,932,224.

    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 21,809 shares
    Change vs previous 13F +10,904 shares

    0.4% of the 13F portfolio, value $2,115,042.

    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 10,905 shares
    Change vs previous 13F +1,260 shares

    0.42% of the 13F portfolio, value $1,048,128.

    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 9,645 shares
    Change vs previous 13F +181 shares

    0.38% of the 13F portfolio, value $874,894.

    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 9,464 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $753,000.

    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).