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Proactive Wealth Strategies LLC: PTLC position timeline

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

Proactive Wealth Strategies LLC held 8,664 PTLC 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 8,664 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $504,720.

    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 8,664 shares
    Change vs previous 13F +4,378 shares

    0.09% of the 13F portfolio, value $454,476.

    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 4,286 shares
    Change vs previous 13F -1 shares

    0.09% of the 13F portfolio, value $238,238.

    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 4,287 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $234,759.

    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 4,287 shares
    Change vs previous 13F -132 shares

    0.1% of the 13F portfolio, value $218,000.

    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 4,419 shares
    Change vs previous 13F -72 shares

    0.12% of the 13F portfolio, value $227,000.

    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).

  7. period ended2024-12-31
    13F 4,491 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $240,000.

    13F-HR 0002043129-25-000001 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).