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Outlook Wealth Advisors, LLC: QQQ position timeline

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

Outlook Wealth Advisors, LLC held 24,240 QQQ 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 24,240 shares
    Change vs previous 13F -65 shares

    3.86% of the 13F portfolio, value $17,851,302.

    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 24,305 shares
    Change vs previous 13F -2,352 shares

    3.39% of the 13F portfolio, value $14,024,505.

    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 26,657 shares
    Change vs previous 13F -309 shares

    3.7% of the 13F portfolio, value $16,375,397.

    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 26,966 shares
    Change vs previous 13F -1,580 shares

    4.03% of the 13F portfolio, value $16,190,199.

    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 28,546 shares
    Change vs previous 13F +379 shares

    4.05% of the 13F portfolio, value $15,747,360.

    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 28,167 shares
    Change vs previous 13F +1,955 shares

    3.67% of the 13F portfolio, value $13,208,343.

    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 26,212 shares
    Change vs previous 13F -322 shares

    3.85% of the 13F portfolio, value $13,400,602.

    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 26,534 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $12,950,393.

    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).