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Disclosery

Outlook Wealth Advisors, LLC: CERY position timeline

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

Outlook Wealth Advisors, LLC held 19,827 CERY 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 19,827 shares
    Change vs previous 13F +516 shares

    0.14% of the 13F portfolio, value $661,880.

    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 19,311 shares
    Change vs previous 13F +5,309 shares

    0.16% of the 13F portfolio, value $680,520.

    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 14,002 shares
    Change vs previous 13F -9,755 shares

    0.09% of the 13F portfolio, value $399,757.

    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 23,757 shares
    Change vs previous 13F +11,918 shares

    0.17% of the 13F portfolio, value $680,638.

    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 11,839 shares
    Change vs previous 13F -9,124 shares

    0.08% of the 13F portfolio, value $322,376.

    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 20,963 shares
    Change vs previous 13F +11,110 shares

    0.16% of the 13F portfolio, value $580,885.

    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 9,853 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $255,045.

    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).