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Outlook Wealth Advisors, LLC: CSX position timeline

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

Outlook Wealth Advisors, LLC held 0 CSX 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 -12,116 shares

    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).

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

  2. period ended2025-06-30
    13F 12,116 shares
    Change vs previous 13F -375 shares

    0.1% of the 13F portfolio, value $395,335.

    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).

  3. period ended2025-03-31
    13F 12,491 shares
    Change vs previous 13F +211 shares

    0.1% of the 13F portfolio, value $367,613.

    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).

  4. period ended2024-12-31
    13F 12,280 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $396,291.

    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).