Skip to content
Disclosery

Outlook Wealth Advisors, LLC: FTXL position timeline

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

Outlook Wealth Advisors, LLC held 20,140 FTXL 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 20,140 shares
    Change vs previous 13F +500 shares

    1.24% of the 13F portfolio, value $5,738,792.

    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 19,640 shares
    Change vs previous 13F -409 shares

    0.7% of the 13F portfolio, value $2,896,255.

    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 20,049 shares
    Change vs previous 13F -987 shares

    0.59% of the 13F portfolio, value $2,596,991.

    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 21,036 shares
    Change vs previous 13F +153 shares

    0.59% of the 13F portfolio, value $2,352,591.

    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 20,883 shares
    Change vs previous 13F +300 shares

    0.52% of the 13F portfolio, value $2,003,563.

    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 20,583 shares
    Change vs previous 13F +5,567 shares

    0.43% of the 13F portfolio, value $1,555,075.

    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 15,016 shares
    Change vs previous 13F -673 shares

    0.38% of the 13F portfolio, value $1,310,452.

    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 15,689 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,463,490.

    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).