Outlook Wealth Advisors, LLC: APH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Outlook Wealth Advisors, LLC on APH, newest first. How the timeline and the estimate are built.
Outlook Wealth Advisors, LLC held 7,834 APH shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 7,834 sharesChange vs previous 13F +3,504 shares
0.3% of the 13F portfolio, value $1,381,271.
13F-HR 0001767151-26-000003 filed by Outlook Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,330 sharesChange vs previous 13F +112 shares
0.13% of the 13F portfolio, value $547,068.
13F-HR 0001767151-26-000002 filed by Outlook Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,218 sharesChange vs previous 13F -171 shares
0.13% of the 13F portfolio, value $569,981.
13F-HR 0001767151-26-000001 filed by Outlook Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,389 sharesChange vs previous 13F -1,929 shares
0.14% of the 13F portfolio, value $543,096.
13F-HR 0001767151-25-000007 filed by Outlook Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,318 sharesChange vs previous 13F -167 shares
0.16% of the 13F portfolio, value $623,927.
13F-HR 0001767151-25-000005 filed by Outlook Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,485 sharesChange vs previous 13F -109 shares
0.12% of the 13F portfolio, value $425,339.
13F-HR 0001767151-25-000001 filed by Outlook Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,594 sharesChange vs previous 13F +541 shares
0.13% of the 13F portfolio, value $457,929.
13F-HR 0001911391-25-000002 filed by Outlook Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,053 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $394,443.
13F-HR 0001767151-24-000005 filed by Outlook Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).