Skip to content
Disclosery

Outlook Wealth Advisors, LLC: PG position timeline

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

Outlook Wealth Advisors, LLC held 7,121 PG 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 7,121 shares
    Change vs previous 13F -22 shares

    0.23% of the 13F portfolio, value $1,044,186.

    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 7,143 shares
    Change vs previous 13F +13 shares

    0.25% of the 13F portfolio, value $1,031,671.

    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 7,130 shares
    Change vs previous 13F +51 shares

    0.23% of the 13F portfolio, value $1,021,855.

    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 7,079 shares
    Change vs previous 13F +1,601 shares

    0.27% of the 13F portfolio, value $1,087,718.

    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 5,478 shares
    Change vs previous 13F -2 shares

    0.22% of the 13F portfolio, value $872,800.

    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 5,480 shares
    Change vs previous 13F +49 shares

    0.26% of the 13F portfolio, value $933,902.

    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 5,431 shares
    Change vs previous 13F -1,992 shares

    0.26% of the 13F portfolio, value $910,507.

    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 7,423 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,285,741.

    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).