Outlook Wealth Advisors, LLC: PNR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Outlook Wealth Advisors, LLC on PNR, newest first. How the timeline and the estimate are built.
Outlook Wealth Advisors, LLC held 2,681 PNR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 2,681 sharesChange vs previous 13F +58 shares
0.04% of the 13F portfolio, value $205,560.
13F-HR 0001767151-26-000003 filed by Outlook Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,623 sharesChange vs previous 13F +18 shares
0.06% of the 13F portfolio, value $228,516.
13F-HR 0001767151-26-000002 filed by Outlook Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,605 sharesChange vs previous 13F +23 shares
0.06% of the 13F portfolio, value $271,305.
13F-HR 0001767151-26-000001 filed by Outlook Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,582 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $285,993.
13F-HR 0001767151-25-000007 filed by Outlook Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).