Proactive Wealth Strategies LLC: PEP position timeline

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

Proactive Wealth Strategies LLC held 0 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 0 shares
Change vs previous 13F -1,920 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2026-03-31
13F 1,920 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $298,172.
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).