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
- period ended2026-06-3013F 119,349 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 122,605 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 62,679 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 65,746 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 69,381 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 71,731 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 73,769 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 78,119 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).