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Outlook Wealth Advisors, LLC: IGSB position timeline

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

Outlook Wealth Advisors, LLC held 107,144 IGSB 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 107,144 shares
    Change vs previous 13F +1,081 shares

    1.21% of the 13F portfolio, value $5,615,401.

    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 106,063 shares
    Change vs previous 13F -10,907 shares

    1.35% of the 13F portfolio, value $5,571,742.

    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 116,970 shares
    Change vs previous 13F -224 shares

    1.4% of the 13F portfolio, value $6,185,364.

    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 117,194 shares
    Change vs previous 13F +12,071 shares

    1.55% of the 13F portfolio, value $6,214,829.

    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 105,123 shares
    Change vs previous 13F +2,723 shares

    1.43% of the 13F portfolio, value $5,546,252.

    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 102,400 shares
    Change vs previous 13F +9,545 shares

    1.49% of the 13F portfolio, value $5,362,655.

    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 92,855 shares
    Change vs previous 13F +849 shares

    1.38% of the 13F portfolio, value $4,800,607.

    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 92,006 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $4,845,058.

    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).