Skip to content
Disclosery

Proactive Wealth Strategies LLC: SDVY position timeline

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

Proactive Wealth Strategies LLC held 108,364 SDVY 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 108,364 shares
    Change vs previous 13F -2,054 shares

    0.75% of the 13F portfolio, value $4,674,646.

    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 110,418 shares
    Change vs previous 13F +54,599 shares

    0.82% of the 13F portfolio, value $4,353,716.

    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 55,819 shares
    Change vs previous 13F -1,099 shares

    0.85% of the 13F portfolio, value $2,138,994.

    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 56,918 shares
    Change vs previous 13F -113 shares

    0.93% of the 13F portfolio, value $2,163,979.

    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 57,031 shares
    Change vs previous 13F -107 shares

    0.95% of the 13F portfolio, value $2,012,000.

    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 57,138 shares
    Change vs previous 13F -234 shares

    1.02% of the 13F portfolio, value $1,914,000.

    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 57,372 shares
    Change vs previous 13F -18,546 shares

    1.07% of the 13F portfolio, value $2,057,000.

    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).

  8. period ended2024-09-30
    13F 75,918 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $2,762,000.

    13F-HR 0002043129-24-000001 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).