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Outlook Wealth Advisors, LLC: BRLN position timeline

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

Outlook Wealth Advisors, LLC held 19,968 BRLN 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 19,968 shares
    Change vs previous 13F -10,494 shares

    0.22% of the 13F portfolio, value $1,016,354.

    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 30,462 shares
    Change vs previous 13F +620 shares

    0.37% of the 13F portfolio, value $1,545,786.

    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 29,842 shares
    Change vs previous 13F -2,451 shares

    0.35% of the 13F portfolio, value $1,540,791.

    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 32,293 shares
    Change vs previous 13F -2,100 shares

    0.42% of the 13F portfolio, value $1,682,306.

    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 34,393 shares
    Change vs previous 13F -543 shares

    0.46% of the 13F portfolio, value $1,782,577.

    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 34,936 shares
    Change vs previous 13F +4,432 shares

    0.5% of the 13F portfolio, value $1,812,502.

    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 30,504 shares
    Change vs previous 13F -969 shares

    0.46% of the 13F portfolio, value $1,594,611.

    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 31,473 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,652,956.

    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).