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Outlook Wealth Advisors, LLC: QFLR position timeline

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

Outlook Wealth Advisors, LLC held 106,513 QFLR 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 106,513 shares
    Change vs previous 13F +3,301 shares

    0.84% of the 13F portfolio, value $3,881,838.

    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 103,212 shares
    Change vs previous 13F +6,169 shares

    0.83% of the 13F portfolio, value $3,436,964.

    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 97,043 shares
    Change vs previous 13F +22,741 shares

    0.75% of the 13F portfolio, value $3,326,639.

    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 74,302 shares
    Change vs previous 13F -2,206 shares

    0.61% of the 13F portfolio, value $2,463,116.

    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 76,508 shares
    Change vs previous 13F +148 shares

    0.59% of the 13F portfolio, value $2,283,003.

    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 76,360 shares
    Change vs previous 13F -22,120 shares

    0.57% of the 13F portfolio, value $2,062,484.

    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 98,480 shares
    Change vs previous 13F -6,729 shares

    0.83% of the 13F portfolio, value $2,879,636.

    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 105,209 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,899,993.

    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).