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Outlook Wealth Advisors, LLC: CPAI position timeline

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

Outlook Wealth Advisors, LLC held 55,979 CPAI 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 55,979 shares
    Change vs previous 13F +12,445 shares

    0.63% of the 13F portfolio, value $2,918,644.

    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 43,534 shares
    Change vs previous 13F +23,489 shares

    0.44% of the 13F portfolio, value $1,819,286.

    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 20,045 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $803,805.

    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).