Proactive Wealth Strategies LLC SEC EDGAR Filings (CIK 0002043129)

SEC EDGAR filings, ownership reports, and insider transactions for Proactive Wealth Strategies LLC.

Business address
533 Johnson Ferry Road, Bldg C Ste 100, Marietta, GA, 30068
Top securities (13F)
FV, NVDA, TBIL, FTLS, PANW, AAPL, FVD, MSFT, RDVY, FXR, PSLV, FTSM, PHYS, QQQ, GOOGL, FYT, BX, FDN, AMZN, and VMC
State of incorporation
GA
Fiscal year end
31 December
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Proactive Wealth Strategies LLC has filed 6 SEC EDGAR filings since 04 Nov 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 06 Nov 2025 30 Sep 2025 028-24419
N-PX Open Document Open Filing 13 Aug 2025 30 Jun 2025 028-24419
13F-HR Open Document Open Filing 13 Aug 2025 30 Jun 2025 028-24419
13F-HR Open Document Open Filing 23 Apr 2025 31 Mar 2025 028-24419
13F-HR Open Document Open Filing 31 Jan 2025 31 Dec 2024 028-24419
13F-HR Open Document Open Filing 04 Nov 2024 30 Sep 2024 028-24419