Proactive Wealth Strategies LLC: PSLV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Proactive Wealth Strategies LLC on PSLV, newest first. How the timeline and the estimate are built.
Proactive Wealth Strategies LLC held 569,500 PSLV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 569,500 sharesChange vs previous 13F -1,848 shares
1.72% of the 13F portfolio, value $10,746,466.
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 571,348 sharesChange vs previous 13F +285,577 shares
2.62% of the 13F portfolio, value $13,935,190.
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 285,771 sharesChange vs previous 13F +26,711 shares
2.68% of the 13F portfolio, value $6,758,483.
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 259,060 sharesChange vs previous 13F +6,133 shares
1.75% of the 13F portfolio, value $4,067,249.
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 252,927 sharesChange vs previous 13F not available
1.46% of the 13F portfolio, value $3,096,000.
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).