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Proactive Wealth Strategies LLC: SRVR position timeline

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

Proactive Wealth Strategies LLC held 24,923 SRVR 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 24,923 shares
    Change vs previous 13F +54 shares

    0.13% of the 13F portfolio, value $791,814.

    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 24,869 shares
    Change vs previous 13F +12,424 shares

    0.15% of the 13F portfolio, value $776,408.

    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 12,445 shares
    Change vs previous 13F -254 shares

    0.14% of the 13F portfolio, value $356,421.

    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 12,699 shares
    Change vs previous 13F +53 shares

    0.17% of the 13F portfolio, value $402,299.

    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 12,646 shares
    Change vs previous 13F +44 shares

    0.19% of the 13F portfolio, value $409,000.

    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 12,602 shares
    Change vs previous 13F -728 shares

    0.2% of the 13F portfolio, value $370,000.

    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 13,330 shares
    Change vs previous 13F -97 shares

    0.21% of the 13F portfolio, value $400,000.

    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 13,427 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $432,000.

    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).