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Outlook Wealth Advisors, LLC: XLSR position timeline

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

Outlook Wealth Advisors, LLC held 35,414 XLSR 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 35,414 shares
    Change vs previous 13F -1,712 shares

    0.5% of the 13F portfolio, value $2,293,709.

    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 37,126 shares
    Change vs previous 13F +1,177 shares

    0.52% of the 13F portfolio, value $2,143,655.

    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 35,949 shares
    Change vs previous 13F -1,165 shares

    0.51% of the 13F portfolio, value $2,239,982.

    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 37,114 shares
    Change vs previous 13F -1,988 shares

    0.55% of the 13F portfolio, value $2,212,365.

    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 39,102 shares
    Change vs previous 13F -585 shares

    0.55% of the 13F portfolio, value $2,147,482.

    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 39,687 shares
    Change vs previous 13F +1,898 shares

    0.56% of the 13F portfolio, value $2,014,909.

    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 37,789 shares
    Change vs previous 13F -2,275 shares

    0.58% of the 13F portfolio, value $2,019,445.

    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 40,064 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,076,718.

    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).