Skip to content
Disclosery

Outlook Wealth Advisors, LLC: ETV position timeline

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

Outlook Wealth Advisors, LLC held 120,224 ETV 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 120,224 shares
    Change vs previous 13F +258 shares

    0.39% of the 13F portfolio, value $1,787,989.

    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 119,966 shares
    Change vs previous 13F +168 shares

    0.4% of the 13F portfolio, value $1,639,931.

    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 119,798 shares
    Change vs previous 13F -4,175 shares

    0.39% of the 13F portfolio, value $1,720,305.

    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 123,973 shares
    Change vs previous 13F -12,659 shares

    0.44% of the 13F portfolio, value $1,766,622.

    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 136,632 shares
    Change vs previous 13F -2,492 shares

    0.49% of the 13F portfolio, value $1,895,092.

    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 139,124 shares
    Change vs previous 13F +34,113 shares

    0.51% of the 13F portfolio, value $1,837,834.

    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 105,011 shares
    Change vs previous 13F -4,484 shares

    0.43% of the 13F portfolio, value $1,513,215.

    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).

  8. period ended2024-09-30
    13F 109,495 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,511,037.

    13F-HR 0001767151-24-000005 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).