Skip to content
Disclosery

Outlook Wealth Advisors, LLC: SPDW position timeline

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

Outlook Wealth Advisors, LLC held 30,356 SPDW 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 30,356 shares
    Change vs previous 13F -11,333 shares

    0.33% of the 13F portfolio, value $1,527,520.

    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 41,689 shares
    Change vs previous 13F -4,959 shares

    0.46% of the 13F portfolio, value $1,903,103.

    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 46,648 shares
    Change vs previous 13F +8,327 shares

    0.47% of the 13F portfolio, value $2,071,638.

    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 38,321 shares
    Change vs previous 13F +10,797 shares

    0.41% of the 13F portfolio, value $1,639,756.

    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 27,524 shares
    Change vs previous 13F -30,418 shares

    0.29% of the 13F portfolio, value $1,114,446.

    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 57,942 shares
    Change vs previous 13F +19,952 shares

    0.59% of the 13F portfolio, value $2,109,668.

    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 37,990 shares
    Change vs previous 13F +1,787 shares

    0.37% of the 13F portfolio, value $1,296,598.

    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 36,203 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,359,785.

    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).