Skip to content
Disclosery

Outlook Wealth Advisors, LLC: NAPR position timeline

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

Outlook Wealth Advisors, LLC held 34,531 NAPR 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 34,531 shares
    Change vs previous 13F -303 shares

    0.44% of the 13F portfolio, value $2,044,233.

    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 34,834 shares
    Change vs previous 13F -3,981 shares

    0.46% of the 13F portfolio, value $1,902,633.

    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 38,815 shares
    Change vs previous 13F -504 shares

    0.47% of the 13F portfolio, value $2,084,366.

    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 39,319 shares
    Change vs previous 13F -9,881 shares

    0.52% of the 13F portfolio, value $2,070,169.

    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 49,200 shares
    Change vs previous 13F -704 shares

    0.65% of the 13F portfolio, value $2,509,692.

    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 49,904 shares
    Change vs previous 13F +269 shares

    0.66% of the 13F portfolio, value $2,380,421.

    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 49,635 shares
    Change vs previous 13F +15 shares

    0.72% of the 13F portfolio, value $2,501,252.

    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 49,620 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $2,413,517.

    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).