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Proactive Wealth Strategies LLC: HAPI position timeline

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

Proactive Wealth Strategies LLC held 58,824 HAPI 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 58,824 shares
    Change vs previous 13F +164 shares

    0.42% of the 13F portfolio, value $2,611,088.

    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 58,660 shares
    Change vs previous 13F +29,468 shares

    0.44% of the 13F portfolio, value $2,326,700.

    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 29,192 shares
    Change vs previous 13F +29 shares

    0.47% of the 13F portfolio, value $1,197,985.

    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 29,163 shares
    Change vs previous 13F +526 shares

    0.51% of the 13F portfolio, value $1,174,241.

    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 28,637 shares
    Change vs previous 13F +1,295 shares

    0.52% of the 13F portfolio, value $1,093,000.

    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 27,342 shares
    Change vs previous 13F +539 shares

    0.5% of the 13F portfolio, value $932,000.

    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 26,803 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $954,000.

    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).