Proactive Wealth Strategies LLC: LMBS position timeline

Proactive Wealth Strategies LLC held 8,924 LMBS 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 8,924 shares

   Change vs previous 13F -285 shares

   0.07% of the 13F portfolio, value $444,280.

   13F-HR 0002043129-26-000003 filed by Proactive Wealth Strategies LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 9,209 shares

   Change vs previous 13F +4,519 shares

   0.09% of the 13F portfolio, value $458,702.

   13F-HR 0002043129-26-000002 filed by Proactive Wealth Strategies LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 4,690 shares

   Change vs previous 13F +47 shares

   0.09% of the 13F portfolio, value $234,459.

   13F-HR 0002043129-26-000001 filed by Proactive Wealth Strategies LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 4,643 shares

   Change vs previous 13F -2 shares

   0.1% of the 13F portfolio, value $231,159.

   13F-HR 0002043129-25-000006 filed by Proactive Wealth Strategies LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 4,645 shares

   Change vs previous 13F +47 shares

   0.11% of the 13F portfolio, value $229,000.

   13F-HR 0002043129-25-000004 filed by Proactive Wealth Strategies LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 4,598 shares

   Change vs previous 13F +47 shares

   0.12% of the 13F portfolio, value $226,000.

   13F-HR 0002043129-25-000003 filed by Proactive Wealth Strategies LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 4,551 shares

   Change vs previous 13F +444 shares

   0.12% of the 13F portfolio, value $222,000.

   13F-HR 0002043129-25-000001 filed by Proactive Wealth Strategies LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 4,107 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $203,000.

   13F-HR 0002043129-24-000001 filed by Proactive Wealth Strategies LLC
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).