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Outlook Wealth Advisors, LLC: BILZ position timeline

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

Outlook Wealth Advisors, LLC held 24,342 BILZ 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 24,342 shares
    Change vs previous 13F +14,222 shares

    0.53% of the 13F portfolio, value $2,456,860.

    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 10,120 shares
    Change vs previous 13F -23,525 shares

    0.25% of the 13F portfolio, value $1,021,816.

    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 33,645 shares
    Change vs previous 13F +13,359 shares

    0.77% of the 13F portfolio, value $3,390,238.

    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 20,286 shares
    Change vs previous 13F +4,152 shares

    0.51% of the 13F portfolio, value $2,052,740.

    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 16,134 shares
    Change vs previous 13F +12,839 shares

    0.42% of the 13F portfolio, value $1,632,761.

    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 3,295 shares
    Change vs previous 13F -3,407 shares

    0.09% of the 13F portfolio, value $333,472.

    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 6,702 shares
    Change vs previous 13F +86 shares

    0.19% of the 13F portfolio, value $675,713.

    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 6,616 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $669,689.

    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).