Skip to content
Disclosery

Outlook Wealth Advisors, LLC: SPMD position timeline

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

Outlook Wealth Advisors, LLC held 8,111 SPMD 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 8,111 shares
    Change vs previous 13F -371 shares

    0.12% of the 13F portfolio, value $547,168.

    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 8,482 shares
    Change vs previous 13F -399 shares

    0.12% of the 13F portfolio, value $502,304.

    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 8,881 shares
    Change vs previous 13F +160 shares

    0.12% of the 13F portfolio, value $514,299.

    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 8,721 shares
    Change vs previous 13F -190 shares

    0.12% of the 13F portfolio, value $498,754.

    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 8,911 shares
    Change vs previous 13F -126 shares

    0.12% of the 13F portfolio, value $484,580.

    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 9,037 shares
    Change vs previous 13F +791 shares

    0.13% of the 13F portfolio, value $462,514.

    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 8,246 shares
    Change vs previous 13F -641 shares

    0.13% of the 13F portfolio, value $450,974.

    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 8,887 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $485,941.

    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).