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Proactive Wealth Strategies LLC: VMC position timeline

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

Proactive Wealth Strategies LLC held 28,036 VMC 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 28,036 shares
    Change vs previous 13F +1,186 shares

    1.33% of the 13F portfolio, value $8,271,364.

    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 26,850 shares
    Change vs previous 13F +14,363 shares

    1.37% of the 13F portfolio, value $7,310,218.

    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 12,487 shares
    Change vs previous 13F +960 shares

    1.41% of the 13F portfolio, value $3,561,452.

    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 11,527 shares
    Change vs previous 13F -396 shares

    1.53% of the 13F portfolio, value $3,546,058.

    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 11,923 shares
    Change vs previous 13F +565 shares

    1.47% of the 13F portfolio, value $3,110,000.

    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 11,358 shares
    Change vs previous 13F +268 shares

    1.41% of the 13F portfolio, value $2,650,000.

    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 11,090 shares
    Change vs previous 13F +88 shares

    1.49% of the 13F portfolio, value $2,853,000.

    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 11,002 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $2,755,000.

    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).