Skip to content

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

  1. period ended2026-06-30
    13F 2,681 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 2,623 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 2,605 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 2,582 shares
    Change 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), ingested

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