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Outlook Wealth Advisors, LLC: PDEC position timeline

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

Outlook Wealth Advisors, LLC held 76,508 PDEC 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 76,508 shares
    Change vs previous 13F +6,885 shares

    0.76% of the 13F portfolio, value $3,503,198.

    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 69,623 shares
    Change vs previous 13F -41,258 shares

    0.72% of the 13F portfolio, value $2,958,978.

    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 110,881 shares
    Change vs previous 13F +368 shares

    1.09% of the 13F portfolio, value $4,810,018.

    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 110,513 shares
    Change vs previous 13F -670 shares

    1.16% of the 13F portfolio, value $4,643,757.

    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 111,183 shares
    Change vs previous 13F +369 shares

    1.14% of the 13F portfolio, value $4,448,432.

    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 110,814 shares
    Change vs previous 13F +58,514 shares

    1.16% of the 13F portfolio, value $4,166,606.

    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 52,300 shares
    Change vs previous 13F +129 shares

    0.58% of the 13F portfolio, value $2,009,366.

    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 52,171 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,998,671.

    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).