Outlook Wealth Advisors, LLC: MPC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Outlook Wealth Advisors, LLC on MPC, newest first. How the timeline and the estimate are built.
Outlook Wealth Advisors, LLC held 2,158 MPC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 2,158 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $551,833.
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 2,158 sharesChange vs previous 13F -39 shares
0.13% of the 13F portfolio, value $527,033.
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 2,197 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $357,360.
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 2,197 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $423,523.
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 2,197 sharesChange vs previous 13F +60 shares
0.09% of the 13F portfolio, value $365,007.
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 2,137 sharesChange vs previous 13F +216 shares
0.09% of the 13F portfolio, value $311,395.
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 1,921 sharesChange vs previous 13F -34 shares
0.08% of the 13F portfolio, value $268,032.
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 1,955 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $318,551.
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).