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Outlook Wealth Advisors, LLC: OCTH position timeline

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

Outlook Wealth Advisors, LLC held 43,046 OCTH 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 43,046 shares
    Change vs previous 13F -1,741 shares

    0.22% of the 13F portfolio, value $1,032,897.

    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 44,787 shares
    Change vs previous 13F -215 shares

    0.25% of the 13F portfolio, value $1,051,614.

    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 45,002 shares
    Change vs previous 13F -3,669 shares

    0.24% of the 13F portfolio, value $1,077,561.

    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 48,671 shares
    Change vs previous 13F -1,151 shares

    0.29% of the 13F portfolio, value $1,170,541.

    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 49,822 shares
    Change vs previous 13F -460 shares

    0.31% of the 13F portfolio, value $1,192,290.

    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 50,282 shares
    Change vs previous 13F -18,250 shares

    0.33% of the 13F portfolio, value $1,189,355.

    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 68,532 shares
    Change vs previous 13F -2,001 shares

    0.47% of the 13F portfolio, value $1,639,982.

    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 70,533 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,682,636.

    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).