Outlook Wealth Advisors, LLC: ONEZ position timeline

Outlook Wealth Advisors, LLC held 115,043 ONEZ 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 115,043 shares

   Change vs previous 13F +88,936 shares

   0.68% of the 13F portfolio, value $3,168,658.

   13F-HR 0001767151-26-000003 filed by Outlook Wealth Advisors, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 26,107 shares

   Change vs previous 13F -25,351 shares

   0.16% of the 13F portfolio, value $653,627.

   13F-HR 0001767151-26-000002 filed by Outlook Wealth Advisors, LLC
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 51,458 shares

   Change vs previous 13F +24,816 shares

   0.3% of the 13F portfolio, value $1,336,364.

   13F-HR 0001767151-26-000001 filed by Outlook Wealth Advisors, LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 26,642 shares

   Change vs previous 13F +13,001 shares

   0.18% of the 13F portfolio, value $706,280.

   13F-HR 0001767151-25-000007 filed by Outlook Wealth Advisors, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 13,641 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $344,682.

   13F-HR 0001767151-25-000005 filed by Outlook Wealth Advisors, LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).