Outlook Wealth Advisors, LLC: PTF position timeline

Outlook Wealth Advisors, LLC held 16,214 PTF 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 16,214 shares

   Change vs previous 13F +16,214 shares

   0.48% of the 13F portfolio, value $2,210,128.

   13F-HR 0001767151-26-000003 filed by Outlook Wealth Advisors, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -26,370 shares

   13F-HR 0001767151-25-000005 filed by Outlook Wealth Advisors, LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 26,370 shares

   Change vs previous 13F +5,533 shares

   0.43% of the 13F portfolio, value $1,554,775.

   13F-HR 0001767151-25-000001 filed by Outlook Wealth Advisors, LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 20,837 shares

   Change vs previous 13F -1,224 shares

   0.43% of the 13F portfolio, value $1,511,933.

   13F-HR 0001911391-25-000002 filed by Outlook Wealth Advisors, LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 22,061 shares

   Change vs previous 13F not available

   0.4% of the 13F portfolio, value $1,399,329.

   13F-HR 0001767151-24-000005 filed by Outlook Wealth Advisors, LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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