Proactive Wealth Strategies LLC: OSEA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Proactive Wealth Strategies LLC on OSEA, newest first. How the timeline and the estimate are built.
Proactive Wealth Strategies LLC held 267,870 OSEA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 267,870 sharesChange vs previous 13F +38,576 shares
1.31% of the 13F portfolio, value $8,181,038.
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 229,294 sharesChange vs previous 13F +132,502 shares
1.25% of the 13F portfolio, value $6,638,398.
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 96,792 sharesChange vs previous 13F +14,093 shares
1.16% of the 13F portfolio, value $2,927,949.
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 82,699 sharesChange vs previous 13F +6,045 shares
1.05% of the 13F portfolio, value $2,445,396.
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 76,654 sharesChange vs previous 13F not available
1.06% of the 13F portfolio, value $2,244,000.
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).