Skip to content
Disclosery

Outlook Wealth Advisors, LLC: BFEB position timeline

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

Outlook Wealth Advisors, LLC held 9,645 BFEB 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 9,645 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $507,731.

    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 9,645 shares
    Change vs previous 13F -3,555 shares

    0.11% of the 13F portfolio, value $460,089.

    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 13,200 shares
    Change vs previous 13F -246 shares

    0.15% of the 13F portfolio, value $642,378.

    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 13,446 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $635,323.

    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 13,446 shares
    Change vs previous 13F -316 shares

    0.15% of the 13F portfolio, value $600,364.

    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 13,762 shares
    Change vs previous 13F +1,639 shares

    0.16% of the 13F portfolio, value $571,539.

    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 12,123 shares
    Change vs previous 13F -185 shares

    0.15% of the 13F portfolio, value $522,147.

    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 12,308 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $516,444.

    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).