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Outlook Wealth Advisors, LLC: BSEP position timeline

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

Outlook Wealth Advisors, LLC held 320,071 BSEP 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 320,071 shares
    Change vs previous 13F +2,051 shares

    3.65% of the 13F portfolio, value $16,877,287.

    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 318,020 shares
    Change vs previous 13F -84,767 shares

    3.7% of the 13F portfolio, value $15,283,769.

    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 402,787 shares
    Change vs previous 13F -2,888 shares

    4.49% of the 13F portfolio, value $19,837,260.

    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 405,675 shares
    Change vs previous 13F +384,625 shares

    4.88% of the 13F portfolio, value $19,588,424.

    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 21,050 shares
    Change vs previous 13F -139 shares

    0.24% of the 13F portfolio, value $950,711.

    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 21,189 shares
    Change vs previous 13F -71 shares

    0.25% of the 13F portfolio, value $885,177.

    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 21,260 shares
    Change vs previous 13F +2,259 shares

    0.26% of the 13F portfolio, value $912,090.

    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 19,001 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $800,385.

    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).