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Proactive Wealth Strategies LLC: OMFS position timeline

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

Proactive Wealth Strategies LLC held 31,765 OMFS 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 31,765 shares
    Change vs previous 13F +104 shares

    0.27% of the 13F portfolio, value $1,694,494.

    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 31,661 shares
    Change vs previous 13F +15,780 shares

    0.27% of the 13F portfolio, value $1,432,982.

    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 15,881 shares
    Change vs previous 13F -16,674 shares

    0.28% of the 13F portfolio, value $706,243.

    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 32,555 shares
    Change vs previous 13F -483 shares

    0.62% of the 13F portfolio, value $1,431,952.

    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 33,038 shares
    Change vs previous 13F -824 shares

    0.63% of the 13F portfolio, value $1,324,000.

    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 33,862 shares
    Change vs previous 13F -333 shares

    0.69% of the 13F portfolio, value $1,286,000.

    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 34,195 shares
    Change vs previous 13F -214 shares

    0.7% of the 13F portfolio, value $1,353,000.

    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).

  8. period ended2024-09-30
    13F 34,409 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,361,000.

    13F-HR 0002043129-24-000001 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).