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Proactive Wealth Strategies LLC: PHYS position timeline

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

Proactive Wealth Strategies LLC held 287,086 PHYS 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 287,086 shares
    Change vs previous 13F +98 shares

    1.39% of the 13F portfolio, value $8,661,388.

    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 286,988 shares
    Change vs previous 13F +143,494 shares

    1.91% of the 13F portfolio, value $10,170,856.

    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 143,494 shares
    Change vs previous 13F +8,990 shares

    1.88% of the 13F portfolio, value $4,738,165.

    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 134,504 shares
    Change vs previous 13F -912 shares

    1.72% of the 13F portfolio, value $3,984,008.

    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 135,416 shares
    Change vs previous 13F +24,534 shares

    1.62% of the 13F portfolio, value $3,433,000.

    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 110,882 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $2,668,000.

    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).