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Outlook Wealth Advisors, LLC: DECW position timeline

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

Outlook Wealth Advisors, LLC held 100,801 DECW 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 100,801 shares
    Change vs previous 13F +250 shares

    0.78% of the 13F portfolio, value $3,593,568.

    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 100,551 shares
    Change vs previous 13F -102,235 shares

    0.81% of the 13F portfolio, value $3,359,409.

    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 202,786 shares
    Change vs previous 13F -35,608 shares

    1.56% of the 13F portfolio, value $6,882,557.

    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 238,394 shares
    Change vs previous 13F -4,082 shares

    1.96% of the 13F portfolio, value $7,864,618.

    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 242,476 shares
    Change vs previous 13F -2,233 shares

    1.97% of the 13F portfolio, value $7,661,029.

    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 244,709 shares
    Change vs previous 13F -5,059 shares

    2.04% of the 13F portfolio, value $7,329,034.

    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 249,768 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $7,597,943.

    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).