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Outlook Wealth Advisors, LLC: EMB position timeline

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

Outlook Wealth Advisors, LLC held 82,741 EMB 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 82,741 shares
    Change vs previous 13F +1,240 shares

    1.72% of the 13F portfolio, value $7,979,124.

    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 81,501 shares
    Change vs previous 13F +6,215 shares

    1.85% of the 13F portfolio, value $7,651,121.

    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 75,286 shares
    Change vs previous 13F -632 shares

    1.64% of the 13F portfolio, value $7,248,510.

    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 75,918 shares
    Change vs previous 13F +69,199 shares

    1.8% of the 13F portfolio, value $7,226,635.

    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 6,719 shares
    Change vs previous 13F -79 shares

    0.16% of the 13F portfolio, value $622,314.

    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 6,798 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $615,830.

    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).