Proactive Wealth Strategies LLC: ODFL position timeline

Proactive Wealth Strategies LLC held 2,581 ODFL 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 2,581 shares

   Change vs previous 13F +6 shares

   0.09% of the 13F portfolio, value $558,792.

   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 2,575 shares

   Change vs previous 13F +1,289 shares

   0.09% of the 13F portfolio, value $503,466.

   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 1,286 shares

   Change vs previous 13F +1,286 shares

   0.08% of the 13F portfolio, value $201,685.

   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 0 shares

   Change vs previous 13F -1,282 shares

   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).

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-06-30

   13F 1,282 shares

   Change vs previous 13F +3 shares

   0.1% of the 13F portfolio, value $208,000.

   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 1,279 shares

   Change vs previous 13F +2 shares

   0.11% of the 13F portfolio, value $212,000.

   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 1,277 shares

   Change vs previous 13F +2 shares

   0.12% of the 13F portfolio, value $225,000.

   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 1,275 shares

   Change vs previous 13F not available

   0.14% of the 13F portfolio, value $253,000.

   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).