Outlook Wealth Advisors, LLC: SPLB position timeline

Outlook Wealth Advisors, LLC held 13,888 SPLB 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 13,888 shares

   Change vs previous 13F -4,899 shares

   0.07% of the 13F portfolio, value $310,687.

   13F-HR 0001767151-26-000003 filed by Outlook Wealth Advisors, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 18,787 shares

   Change vs previous 13F +18,787 shares

   0.1% of the 13F portfolio, value $417,447.

   13F-HR 0001767151-26-000002 filed by Outlook Wealth Advisors, LLC
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -21,572 shares

   13F-HR 0001767151-25-000007 filed by Outlook Wealth Advisors, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-06-30

   13F 21,572 shares

   Change vs previous 13F +1,395 shares

   0.13% of the 13F portfolio, value $486,880.

   13F-HR 0001767151-25-000005 filed by Outlook Wealth Advisors, LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 20,177 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $455,395.

   13F-HR 0001767151-25-000001 filed by Outlook Wealth Advisors, LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).