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Outlook Wealth Advisors, LLC: QMAR position timeline

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

Outlook Wealth Advisors, LLC held 18,575 QMAR 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 18,575 shares
    Change vs previous 13F -637 shares

    0.15% of the 13F portfolio, value $691,641.

    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 19,212 shares
    Change vs previous 13F +7 shares

    0.16% of the 13F portfolio, value $645,907.

    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 19,205 shares
    Change vs previous 13F -372 shares

    0.14% of the 13F portfolio, value $633,794.

    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 19,577 shares
    Change vs previous 13F -553,563 shares

    0.16% of the 13F portfolio, value $629,996.

    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 573,140 shares
    Change vs previous 13F +13,287 shares

    4.57% of the 13F portfolio, value $17,761,609.

    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 559,853 shares
    Change vs previous 13F +43,052 shares

    4.41% of the 13F portfolio, value $15,838,242.

    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 516,801 shares
    Change vs previous 13F -5,711 shares

    4.42% of the 13F portfolio, value $15,379,998.

    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 522,512 shares
    Change vs previous 13F not available

    4.3% of the 13F portfolio, value $14,961,087.

    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).