Outlook Wealth Advisors, LLC: QLD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Outlook Wealth Advisors, LLC on QLD, newest first. How the timeline and the estimate are built.
Outlook Wealth Advisors, LLC held 0 QLD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -3,664 shares
13F-HR 0001767151-26-000003 filed by Outlook Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 3,664 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $223,504.
13F-HR 0001767151-26-000002 filed by Outlook Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,664 sharesChange vs previous 13F +1,832 shares
0.06% of the 13F portfolio, value $257,982.
13F-HR 0001767151-26-000001 filed by Outlook Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,832 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $251,350.
13F-HR 0001767151-25-000007 filed by Outlook Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,832 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $215,645.
13F-HR 0001767151-25-000005 filed by Outlook Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).