Outlook Wealth Advisors, LLC: SLB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Outlook Wealth Advisors, LLC on SLB, newest first. How the timeline and the estimate are built.
Outlook Wealth Advisors, LLC held 16,016 SLB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 16,016 sharesChange vs previous 13F -328 shares
0.16% of the 13F portfolio, value $744,638.
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).
- period ended2026-03-3113F 16,344 sharesChange vs previous 13F -574 shares
0.2% of the 13F portfolio, value $839,929.
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 16,918 sharesChange vs previous 13F -151 shares
0.15% of the 13F portfolio, value $649,307.
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 17,069 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $586,662.
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).