Outlook Wealth Advisors, LLC: GRMN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Outlook Wealth Advisors, LLC on GRMN, newest first. How the timeline and the estimate are built.
Outlook Wealth Advisors, LLC held 1,689 GRMN shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 1,689 sharesChange vs previous 13F -32 shares
0.09% of the 13F portfolio, value $401,133.
13F-HR 0001767151-26-000003 filed by Outlook Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,721 sharesChange vs previous 13F -11 shares
0.1% of the 13F portfolio, value $399,202.
13F-HR 0001767151-26-000002 filed by Outlook Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,732 sharesChange vs previous 13F -30 shares
0.08% of the 13F portfolio, value $351,243.
13F-HR 0001767151-26-000001 filed by Outlook Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,762 sharesChange vs previous 13F -528 shares
0.11% of the 13F portfolio, value $433,951.
13F-HR 0001767151-25-000007 filed by Outlook Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,290 sharesChange vs previous 13F -42 shares
0.12% of the 13F portfolio, value $477,944.
13F-HR 0001767151-25-000005 filed by Outlook Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,332 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $506,296.
13F-HR 0001767151-25-000001 filed by Outlook Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,332 sharesChange vs previous 13F +58 shares
0.14% of the 13F portfolio, value $480,931.
13F-HR 0001911391-25-000002 filed by Outlook Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,274 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $400,218.
13F-HR 0001767151-24-000005 filed by Outlook Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).