Outlook Wealth Advisors, LLC: FXR position timeline

Outlook Wealth Advisors, LLC held 0 FXR shares at 2025-09-30 per its 13F-HR filed 2025-10-30.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -15,119 shares

   13F-HR 0001767151-25-000007 filed by Outlook Wealth Advisors, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 15,119 shares

   Change vs previous 13F +110 shares

   0.29% of the 13F portfolio, value $1,122,177.

   13F-HR 0001767151-25-000005 filed by Outlook Wealth Advisors, LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 15,009 shares

   Change vs previous 13F +3,175 shares

   0.29% of the 13F portfolio, value $1,045,262.

   13F-HR 0001767151-25-000001 filed by Outlook Wealth Advisors, LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 11,834 shares

   Change vs previous 13F -600 shares

   0.25% of the 13F portfolio, value $885,308.

   13F-HR 0001911391-25-000002 filed by Outlook Wealth Advisors, LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 12,434 shares

   Change vs previous 13F not available

   0.27% of the 13F portfolio, value $942,021.

   13F-HR 0001767151-24-000005 filed by Outlook Wealth Advisors, LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).