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Outlook Wealth Advisors, LLC: KDEC position timeline

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

Outlook Wealth Advisors, LLC held 49,700 KDEC 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 49,700 shares
    Change vs previous 13F +5,362 shares

    0.3% of the 13F portfolio, value $1,406,654.

    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 44,338 shares
    Change vs previous 13F +16,725 shares

    0.28% of the 13F portfolio, value $1,139,433.

    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 27,613 shares
    Change vs previous 13F +302 shares

    0.16% of the 13F portfolio, value $705,305.

    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 27,311 shares
    Change vs previous 13F -272 shares

    0.17% of the 13F portfolio, value $695,611.

    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 27,583 shares
    Change vs previous 13F -756 shares

    0.17% of the 13F portfolio, value $662,819.

    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 28,339 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $649,303.

    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).