Outlook Wealth Advisors, LLC: CLH position timeline

Outlook Wealth Advisors, LLC held 0 CLH shares at 2025-09-30 per its 13F-HR filed 2025-10-30.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2,250 shares

   13F-HR 0001767151-25-000007 filed by Outlook Wealth Advisors, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 2,250 shares

   Change vs previous 13F 0 shares

   0.13% of the 13F portfolio, value $520,155.

   13F-HR 0001767151-25-000005 filed by Outlook Wealth Advisors, LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 2,250 shares

   Change vs previous 13F -15 shares

   0.12% of the 13F portfolio, value $443,475.

   13F-HR 0001767151-25-000001 filed by Outlook Wealth Advisors, LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 2,265 shares

   Change vs previous 13F -4 shares

   0.15% of the 13F portfolio, value $521,267.

   13F-HR 0001911391-25-000002 filed by Outlook Wealth Advisors, LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 2,269 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $548,440.

   13F-HR 0001767151-24-000005 filed by Outlook Wealth Advisors, LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).