Proactive Wealth Strategies LLC: KR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Proactive Wealth Strategies LLC on KR, newest first. How the timeline and the estimate are built.
Proactive Wealth Strategies LLC held 15,167 KR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 15,167 sharesChange vs previous 13F +82 shares
0.14% of the 13F portfolio, value $842,254.
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 15,085 sharesChange vs previous 13F +7,265 shares
0.21% of the 13F portfolio, value $1,091,530.
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 7,820 sharesChange vs previous 13F +219 shares
0.19% of the 13F portfolio, value $488,574.
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 7,601 sharesChange vs previous 13F +38 shares
0.22% of the 13F portfolio, value $512,371.
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 7,563 sharesChange vs previous 13F +559 shares
0.26% of the 13F portfolio, value $542,000.
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 7,004 sharesChange vs previous 13F +341 shares
0.25% of the 13F portfolio, value $474,000.
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 6,663 sharesChange vs previous 13F +330 shares
0.21% of the 13F portfolio, value $407,000.
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 6,333 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $363,000.
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).