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Outlook Wealth Advisors, LLC: QBER position timeline

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

Outlook Wealth Advisors, LLC held 43,944 QBER 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 43,944 shares
    Change vs previous 13F +2,594 shares

    0.23% of the 13F portfolio, value $1,045,859.

    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 41,350 shares
    Change vs previous 13F -149,416 shares

    0.24% of the 13F portfolio, value $997,907.

    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 190,766 shares
    Change vs previous 13F +80,943 shares

    1.03% of the 13F portfolio, value $4,572,661.

    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 109,823 shares
    Change vs previous 13F +30,625 shares

    0.67% of the 13F portfolio, value $2,706,050.

    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 79,198 shares
    Change vs previous 13F +25,321 shares

    0.5% of the 13F portfolio, value $1,953,815.

    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 53,877 shares
    Change vs previous 13F -938 shares

    0.37% of the 13F portfolio, value $1,335,611.

    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 54,815 shares
    Change vs previous 13F +616 shares

    0.39% of the 13F portfolio, value $1,353,657.

    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 54,199 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,355,620.

    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).