Proactive Wealth Strategies LLC: TBIL position timeline

Proactive Wealth Strategies LLC held 332,352 TBIL 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 332,352 shares

   Change vs previous 13F +1,331 shares

   2.66% of the 13F portfolio, value $16,570,978.

   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 331,021 shares

   Change vs previous 13F +186,366 shares

   3.1% of the 13F portfolio, value $16,504,616.

   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 144,655 shares

   Change vs previous 13F +12,307 shares

   2.86% of the 13F portfolio, value $7,215,380.

   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 132,348 shares

   Change vs previous 13F +3,947 shares

   2.85% of the 13F portfolio, value $6,617,375.

   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 128,401 shares

   Change vs previous 13F +1,748 shares

   3.03% of the 13F portfolio, value $6,419,000.

   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 126,653 shares

   Change vs previous 13F +3,422 shares

   3.38% of the 13F portfolio, value $6,334,000.

   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 123,231 shares

   Change vs previous 13F +296 shares

   3.2% of the 13F portfolio, value $6,144,000.

   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).

8. period ended2024-09-30

   13F 122,935 shares

   Change vs previous 13F not available

   3.42% of the 13F portfolio, value $6,152,000.

   13F-HR 0002043129-24-000001 filed by Proactive Wealth Strategies LLC
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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