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Outlook Wealth Advisors, LLC: FFEB position timeline

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

Outlook Wealth Advisors, LLC held 40,297 FFEB 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 40,297 shares
    Change vs previous 13F -1,022 shares

    0.53% of the 13F portfolio, value $2,457,312.

    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 41,319 shares
    Change vs previous 13F -507 shares

    0.56% of the 13F portfolio, value $2,307,670.

    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 41,826 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $2,368,188.

    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 41,826 shares
    Change vs previous 13F +125 shares

    0.57% of the 13F portfolio, value $2,306,494.

    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 41,701 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $2,185,583.

    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 41,701 shares
    Change vs previous 13F +177 shares

    0.57% of the 13F portfolio, value $2,034,592.

    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 41,524 shares
    Change vs previous 13F -6,017 shares

    0.59% of the 13F portfolio, value $2,066,649.

    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 47,541 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,308,591.

    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).