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Outlook Wealth Advisors, LLC: SPEM position timeline

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

Outlook Wealth Advisors, LLC held 32,165 SPEM 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 32,165 shares
    Change vs previous 13F +1,916 shares

    0.36% of the 13F portfolio, value $1,663,174.

    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 30,249 shares
    Change vs previous 13F +180 shares

    0.34% of the 13F portfolio, value $1,418,981.

    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 30,069 shares
    Change vs previous 13F -697 shares

    0.32% of the 13F portfolio, value $1,407,530.

    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 30,766 shares
    Change vs previous 13F +3,496 shares

    0.36% of the 13F portfolio, value $1,440,156.

    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 27,270 shares
    Change vs previous 13F -12,335 shares

    0.3% of the 13F portfolio, value $1,165,520.

    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 39,605 shares
    Change vs previous 13F -117 shares

    0.43% of the 13F portfolio, value $1,559,248.

    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 39,722 shares
    Change vs previous 13F -4,164 shares

    0.44% of the 13F portfolio, value $1,524,133.

    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 43,886 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,811,614.

    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).