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Outlook Wealth Advisors, LLC: HYDB position timeline

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

Outlook Wealth Advisors, LLC held 242,213 HYDB 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 242,213 shares
    Change vs previous 13F -5,117 shares

    2.45% of the 13F portfolio, value $11,328,257.

    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 247,330 shares
    Change vs previous 13F -28,783 shares

    2.78% of the 13F portfolio, value $11,501,864.

    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 276,113 shares
    Change vs previous 13F -1,040 shares

    2.96% of the 13F portfolio, value $13,073,942.

    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 277,153 shares
    Change vs previous 13F -14,902 shares

    3.3% of the 13F portfolio, value $13,260,445.

    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 292,055 shares
    Change vs previous 13F +4,192 shares

    3.57% of the 13F portfolio, value $13,865,332.

    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 287,863 shares
    Change vs previous 13F +49,851 shares

    3.77% of the 13F portfolio, value $13,555,466.

    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 238,012 shares
    Change vs previous 13F -1,290 shares

    3.21% of the 13F portfolio, value $11,188,958.

    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 239,302 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $11,500,842.

    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).