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Outlook Wealth Advisors, LLC: VCIT position timeline

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

Outlook Wealth Advisors, LLC held 14,777 VCIT 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 14,777 shares
    Change vs previous 13F -807 shares

    0.26% of the 13F portfolio, value $1,219,283.

    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 15,584 shares
    Change vs previous 13F -793 shares

    0.31% of the 13F portfolio, value $1,286,426.

    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 16,377 shares
    Change vs previous 13F +1,642 shares

    0.31% of the 13F portfolio, value $1,371,533.

    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 14,735 shares
    Change vs previous 13F +1,530 shares

    0.31% of the 13F portfolio, value $1,239,391.

    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 13,205 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,094,959.

    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 13,205 shares
    Change vs previous 13F -3,368 shares

    0.3% of the 13F portfolio, value $1,079,641.

    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 16,573 shares
    Change vs previous 13F +4,277 shares

    0.38% of the 13F portfolio, value $1,330,315.

    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 12,296 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,029,790.

    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).