Proactive Wealth Strategies LLCGrowthConcentrated long-term

CIK: 0002043129 | MARIETTA, GA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	222	$623.2M	2026-08-10	SEC ↗
Q1 2026	13F-HR	210	$532.0M	2026-04-29	SEC ↗
Q4 2025	13F-HR	152	$252.3M	2026-02-05	SEC ↗
Q3 2025	13F-HR	141	$232.2M	2025-11-06	SEC ↗
Q2 2025	13F-HR	135	$18.8M	2025-08-13	SEC ↗
Q1 2025	13F-HR	130	$15.6M	2025-04-23	SEC ↗
Q4 2024	13F-HR	128	$17.3M	2025-01-31	SEC ↗
Q3 2024	13F-HR	124	$15.0M	2024-11-04	SEC ↗