Proactive Wealth Strategies LLC: IMCB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Proactive Wealth Strategies LLC on IMCB, newest first. How the timeline and the estimate are built.
Proactive Wealth Strategies LLC held 8,297 IMCB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 8,297 sharesChange vs previous 13F -307 shares
0.13% of the 13F portfolio, value $801,086.
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 8,604 sharesChange vs previous 13F +4,314 shares
0.13% of the 13F portfolio, value $717,854.
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 4,290 sharesChange vs previous 13F +18 shares
0.14% of the 13F portfolio, value $354,891.
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 4,272 sharesChange vs previous 13F +16 shares
0.15% of the 13F portfolio, value $354,779.
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 4,256 sharesChange vs previous 13F +14 shares
0.16% of the 13F portfolio, value $339,000.
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 4,242 sharesChange vs previous 13F -16 shares
0.17% of the 13F portfolio, value $314,000.
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 4,258 sharesChange vs previous 13F +17 shares
0.17% of the 13F portfolio, value $324,000.
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 4,241 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $322,000.
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).