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Proactive Wealth Strategies LLC: WINN position timeline

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

Proactive Wealth Strategies LLC held 220,794 WINN 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 220,794 shares
    Change vs previous 13F +3,430 shares

    1.15% of the 13F portfolio, value $7,169,254.

    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 217,364 shares
    Change vs previous 13F +121,417 shares

    1.13% of the 13F portfolio, value $6,027,068.

    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 95,947 shares
    Change vs previous 13F +15,680 shares

    1.18% of the 13F portfolio, value $2,984,376.

    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 80,267 shares
    Change vs previous 13F +11,820 shares

    1.08% of the 13F portfolio, value $2,501,122.

    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 68,447 shares
    Change vs previous 13F +21,037 shares

    0.94% of the 13F portfolio, value $1,994,000.

    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 47,410 shares
    Change vs previous 13F +34,170 shares

    0.62% of the 13F portfolio, value $1,162,000.

    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 13,240 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $360,000.

    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).