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Outlook Wealth Advisors, LLC: BAPR position timeline

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

Outlook Wealth Advisors, LLC held 14,967 BAPR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,967 shares
    Change vs previous 13F -244 shares

    0.17% of the 13F portfolio, value $797,116.

    13F-HR 0001767151-26-000003 filed by Outlook Wealth Advisors, 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 15,211 shares
    Change vs previous 13F -3,568 shares

    0.18% of the 13F portfolio, value $745,010.

    13F-HR 0001767151-26-000002 filed by Outlook Wealth Advisors, 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 18,779 shares
    Change vs previous 13F -1,118 shares

    0.2% of the 13F portfolio, value $900,992.

    13F-HR 0001767151-26-000001 filed by Outlook Wealth Advisors, 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 19,897 shares
    Change vs previous 13F -26,985 shares

    0.23% of the 13F portfolio, value $933,275.

    13F-HR 0001767151-25-000007 filed by Outlook Wealth Advisors, 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 46,882 shares
    Change vs previous 13F -70,984 shares

    0.54% of the 13F portfolio, value $2,118,495.

    13F-HR 0001767151-25-000005 filed by Outlook Wealth Advisors, 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 117,866 shares
    Change vs previous 13F +16,769 shares

    1.39% of the 13F portfolio, value $5,005,769.

    13F-HR 0001767151-25-000001 filed by Outlook Wealth Advisors, 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 101,097 shares
    Change vs previous 13F -2,800 shares

    1.29% of the 13F portfolio, value $4,479,608.

    13F-HR 0001911391-25-000002 filed by Outlook Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 103,897 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $4,506,013.

    13F-HR 0001767151-24-000005 filed by Outlook Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).