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Outlook Wealth Advisors, LLC: QDEC position timeline

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

Outlook Wealth Advisors, LLC held 46,715 QDEC 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 46,715 shares
    Change vs previous 13F +4,037 shares

    0.36% of the 13F portfolio, value $1,659,609.

    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 42,678 shares
    Change vs previous 13F +7,575 shares

    0.33% of the 13F portfolio, value $1,342,650.

    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 35,103 shares
    Change vs previous 13F -1,393 shares

    0.26% of the 13F portfolio, value $1,141,901.

    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 36,496 shares
    Change vs previous 13F -113,235 shares

    0.28% of the 13F portfolio, value $1,135,602.

    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 149,731 shares
    Change vs previous 13F +949 shares

    1.13% of the 13F portfolio, value $4,393,108.

    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 148,782 shares
    Change vs previous 13F +55,314 shares

    1.08% of the 13F portfolio, value $3,890,650.

    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 93,468 shares
    Change vs previous 13F -4,480 shares

    0.74% of the 13F portfolio, value $2,574,109.

    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 97,948 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,612,273.

    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).