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Outlook Wealth Advisors, LLC: BMAR position timeline

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

Outlook Wealth Advisors, LLC held 6,869 BMAR 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 6,869 shares
    Change vs previous 13F -222 shares

    0.09% of the 13F portfolio, value $395,843.

    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 7,091 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $372,195.

    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 7,091 shares
    Change vs previous 13F -284 shares

    0.09% of the 13F portfolio, value $376,166.

    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 7,375 shares
    Change vs previous 13F -416,306 shares

    0.09% of the 13F portfolio, value $380,510.

    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 423,681 shares
    Change vs previous 13F +8,726 shares

    5.34% of the 13F portfolio, value $20,777,528.

    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 414,955 shares
    Change vs previous 13F +31,651 shares

    5.26% of the 13F portfolio, value $18,895,681.

    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 383,304 shares
    Change vs previous 13F -3,668 shares

    5.08% of the 13F portfolio, value $17,685,839.

    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 386,972 shares
    Change vs previous 13F not available

    5% of the 13F portfolio, value $17,422,718.

    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).