Outlook Wealth Advisors, LLC: NTAP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Outlook Wealth Advisors, LLC on NTAP, newest first. How the timeline and the estimate are built.
Outlook Wealth Advisors, LLC held 2,570 NTAP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 2,570 sharesChange vs previous 13F -10 shares
0.09% of the 13F portfolio, value $397,824.
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 2,580 sharesChange vs previous 13F +18 shares
0.06% of the 13F portfolio, value $264,206.
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 2,562 sharesChange vs previous 13F +15 shares
0.06% of the 13F portfolio, value $274,383.
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 2,547 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $301,718.
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).