Skip to content

Proactive Wealth Strategies LLC: FYT position timeline

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

Proactive Wealth Strategies LLC held 119,349 FYT 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 119,349 shares
    Change vs previous 13F -3,256 shares

    1.34% of the 13F portfolio, value $8,332,342.

    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 122,605 shares
    Change vs previous 13F +59,926 shares

    1.42% of the 13F portfolio, value $7,576,044.

    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 62,679 shares
    Change vs previous 13F -3,067 shares

    1.41% of the 13F portfolio, value $3,552,952.

    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 65,746 shares
    Change vs previous 13F -3,635 shares

    1.58% of the 13F portfolio, value $3,674,796.

    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 69,381 shares
    Change vs previous 13F -2,350 shares

    1.65% of the 13F portfolio, value $3,499,000.

    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 71,731 shares
    Change vs previous 13F -2,038 shares

    1.9% of the 13F portfolio, value $3,567,000.

    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 73,769 shares
    Change vs previous 13F -4,350 shares

    2.11% of the 13F portfolio, value $4,058,000.

    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 78,119 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $4,340,000.

    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).