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Outlook Wealth Advisors, LLC: QSPT position timeline

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

Outlook Wealth Advisors, LLC held 313,875 QSPT 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 313,875 shares
    Change vs previous 13F +1,807 shares

    2.36% of the 13F portfolio, value $10,935,412.

    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 312,068 shares
    Change vs previous 13F -69,139 shares

    2.31% of the 13F portfolio, value $9,554,511.

    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 381,207 shares
    Change vs previous 13F -913 shares

    2.73% of the 13F portfolio, value $12,076,330.

    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 382,120 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $11,864,826.

    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).