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Outlook Wealth Advisors, LLC: PSEP position timeline

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

Outlook Wealth Advisors, LLC held 24,430 PSEP 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 24,430 shares
    Change vs previous 13F -918 shares

    0.24% of the 13F portfolio, value $1,125,003.

    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 25,348 shares
    Change vs previous 13F -193 shares

    0.26% of the 13F portfolio, value $1,091,485.

    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 25,541 shares
    Change vs previous 13F -75 shares

    0.25% of the 13F portfolio, value $1,116,612.

    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 25,616 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,100,207.

    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 25,616 shares
    Change vs previous 13F -1,495 shares

    0.27% of the 13F portfolio, value $1,047,438.

    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 27,111 shares
    Change vs previous 13F -51,644 shares

    0.29% of the 13F portfolio, value $1,041,333.

    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 78,755 shares
    Change vs previous 13F -28,690 shares

    0.88% of the 13F portfolio, value $3,078,163.

    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 107,445 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $4,139,856.

    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).