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Outlook Wealth Advisors, LLC: EMHC position timeline

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

Outlook Wealth Advisors, LLC held 11,386 EMHC 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 11,386 shares
    Change vs previous 13F +501 shares

    0.06% of the 13F portfolio, value $289,251.

    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 10,885 shares
    Change vs previous 13F +81 shares

    0.07% of the 13F portfolio, value $269,948.

    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 10,804 shares
    Change vs previous 13F +14 shares

    0.06% of the 13F portfolio, value $275,070.

    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 10,790 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $271,831.

    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 10,787 shares
    Change vs previous 13F +480 shares

    0.07% of the 13F portfolio, value $265,468.

    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 10,307 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $249,031.

    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).