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Outlook Wealth Advisors, LLC: FMAR position timeline

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

Outlook Wealth Advisors, LLC held 5,698 FMAR 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 5,698 shares
    Change vs previous 13F -1,484 shares

    0.06% of the 13F portfolio, value $297,778.

    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 7,182 shares
    Change vs previous 13F -194,400 shares

    0.08% of the 13F portfolio, value $348,255.

    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 201,582 shares
    Change vs previous 13F -2,055 shares

    2.16% of the 13F portfolio, value $9,568,088.

    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 203,637 shares
    Change vs previous 13F -168,016 shares

    2.35% of the 13F portfolio, value $9,446,720.

    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 371,653 shares
    Change vs previous 13F +8,575 shares

    4.29% of the 13F portfolio, value $16,664,920.

    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 363,078 shares
    Change vs previous 13F +30,349 shares

    4.26% of the 13F portfolio, value $15,321,891.

    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 332,729 shares
    Change vs previous 13F -4,648 shares

    4.13% of the 13F portfolio, value $14,397,184.

    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 337,377 shares
    Change vs previous 13F not available

    4.09% of the 13F portfolio, value $14,257,552.

    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).