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Outlook Wealth Advisors, LLC: FLRN position timeline

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

Outlook Wealth Advisors, LLC held 18,154 FLRN 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 18,154 shares
    Change vs previous 13F -4,299 shares

    0.12% of the 13F portfolio, value $560,051.

    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 22,453 shares
    Change vs previous 13F -3,960 shares

    0.16% of the 13F portfolio, value $673,620.

    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 26,413 shares
    Change vs previous 13F +5,458 shares

    0.18% of the 13F portfolio, value $811,671.

    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 20,955 shares
    Change vs previous 13F -248,293 shares

    0.16% of the 13F portfolio, value $646,672.

    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 269,248 shares
    Change vs previous 13F +4,146 shares

    2.13% of the 13F portfolio, value $8,300,894.

    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 265,102 shares
    Change vs previous 13F +18,663 shares

    2.27% of the 13F portfolio, value $8,170,436.

    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 246,439 shares
    Change vs previous 13F -12,921 shares

    2.17% of the 13F portfolio, value $7,573,081.

    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 259,360 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $8,001,261.

    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).