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
⭐ Add to watchlist ⭐
Proactive Wealth Strategies LLC has filed 6 SEC EDGAR filings since 04 Nov 2024

Latest Filings

Recent SEC filings for Proactive Wealth Strategies LLC including 13F-HR, N-PX.

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

About this filer

Proactive Wealth Strategies LLC files with the SEC under CIK 0002043129. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

Related pages