Skip to content
Disclosery

Outlook Wealth Advisors, LLC: PMAY position timeline

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

Outlook Wealth Advisors, LLC held 11,763 PMAY 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 11,763 shares
    Change vs previous 13F -140 shares

    0.1% of the 13F portfolio, value $485,811.

    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 11,903 shares
    Change vs previous 13F -828 shares

    0.12% of the 13F portfolio, value $475,406.

    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 12,731 shares
    Change vs previous 13F -2,159 shares

    0.11% of the 13F portfolio, value $504,020.

    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 14,890 shares
    Change vs previous 13F -254 shares

    0.14% of the 13F portfolio, value $579,146.

    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 15,144 shares
    Change vs previous 13F -2,534 shares

    0.15% of the 13F portfolio, value $572,265.

    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 17,678 shares
    Change vs previous 13F -2,677 shares

    0.18% of the 13F portfolio, value $632,872.

    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 20,355 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $730,895.

    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 20,355 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $717,386.

    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).