Outlook Wealth Advisors, LLC: LIN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Outlook Wealth Advisors, LLC on LIN, newest first. How the timeline and the estimate are built.
Outlook Wealth Advisors, LLC held 648 LIN shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 648 sharesChange vs previous 13F -5 shares
0.07% of the 13F portfolio, value $336,346.
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 653 sharesChange vs previous 13F +3 shares
0.08% of the 13F portfolio, value $323,776.
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 650 sharesChange vs previous 13F +11 shares
0.06% of the 13F portfolio, value $277,179.
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 639 sharesChange vs previous 13F -171 shares
0.08% of the 13F portfolio, value $303,538.
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 810 sharesChange vs previous 13F +13 shares
0.1% of the 13F portfolio, value $380,183.
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 797 sharesChange vs previous 13F -39 shares
0.1% of the 13F portfolio, value $371,188.
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 836 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $350,060.
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 836 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $398,701.
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).