Outlook Wealth Advisors, LLC: HSY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Outlook Wealth Advisors, LLC on HSY, newest first. How the timeline and the estimate are built.
Outlook Wealth Advisors, LLC held 0 HSY shares at 2025-09-30 per its 13F-HR filed 2025-10-30.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -2,304 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 2,304 sharesChange vs previous 13F -31 shares
0.1% of the 13F portfolio, value $382,360.
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 2,335 sharesChange vs previous 13F +39 shares
0.11% of the 13F portfolio, value $399,332.
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 2,296 sharesChange vs previous 13F +419 shares
0.11% of the 13F portfolio, value $388,770.
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 1,877 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $360,061.
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).