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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

  1. period ended2026-06-30
    13F 569,500 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 571,348 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 285,771 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 259,060 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 252,927 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).