Proactive Wealth Strategies LLC: RWJ position timeline

Proactive Wealth Strategies LLC held 12,202 RWJ 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 12,202 shares

   Change vs previous 13F -100 shares

   0.12% of the 13F portfolio, value $725,984.

   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).

2. period ended2026-03-31

   13F 12,302 shares

   Change vs previous 13F +6,152 shares

   0.12% of the 13F portfolio, value $620,982.

   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).

3. period ended2025-12-31

   13F 6,150 shares

   Change vs previous 13F -153 shares

   0.12% of the 13F portfolio, value $299,617.

   13F-HR 0002043129-26-000001 filed by Proactive Wealth Strategies LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 6,303 shares

   Change vs previous 13F +73 shares

   0.13% of the 13F portfolio, value $304,424.

   13F-HR 0002043129-25-000006 filed by Proactive Wealth Strategies LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 6,230 shares

   Change vs previous 13F -38 shares

   0.13% of the 13F portfolio, value $270,000.

   13F-HR 0002043129-25-000004 filed by Proactive Wealth Strategies LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 6,268 shares

   Change vs previous 13F +1 shares

   0.14% of the 13F portfolio, value $255,000.

   13F-HR 0002043129-25-000003 filed by Proactive Wealth Strategies LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 6,267 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $287,000.

   13F-HR 0002043129-25-000001 filed by Proactive Wealth Strategies LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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