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Outlook Wealth Advisors, LLCETFConcentrated trader

CIK: 0001767151 | SHENANDOAH, TX

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR313$470.3M2026-10-28SEC ↗
Q2 2026
13F-HR305$462.7M2026-08-03SEC ↗
Q1 2026
13F-HR310$413.1M2026-04-17SEC ↗
Q4 2025
13F-HR298$442.2M2026-02-11SEC ↗
Q3 2025
13F-HR290$401.4M2025-10-30SEC ↗
Q2 2025
13F-HR269$388.8M2025-08-11SEC ↗
Q1 2025
13F-HR262$359.4M2025-04-14SEC ↗
Q4 2024
13F-HR248$348.2M2025-01-14SEC ↗
Q3 2024
13F-HR254$348.2M2024-10-23SEC ↗
Q2 2024
13F-HR256$320.4M2024-07-18SEC ↗
Q1 2024
13F-HR258$323.8M2024-04-22SEC ↗
Q4 2023
13F-HR246$285.9M2024-01-29SEC ↗
Q3 2023
13F-HR199$261.9M2023-10-10SEC ↗
Q2 2023
13F-HR197$264.5M2023-07-10SEC ↗
Q1 2023
13F-HR179$224.9M2023-04-18SEC ↗
Q4 2022
13F-HR170$210.6M2023-02-14SEC ↗
Q3 2022
13F-HR182$7.5M2022-10-25SEC ↗
Q2 2022
13F-HR186$6.4M2022-07-28SEC ↗
Q1 2022Amended
13F-HR/A181$4.6M2022-05-13SEC ↗
Q4 2021
13F-HR208$5.2M2022-01-21SEC ↗
Q3 2021
13F-HR211$2.7M2021-10-22SEC ↗
Q2 2021
13F-HR210$4.4M2021-07-21SEC ↗
Q1 2021
13F-HR189$5.3M2021-05-04SEC ↗
Q4 2020
13F-HR183$4.7M2021-02-04SEC ↗
Q3 2020
13F-HR167$5.0M2020-11-10SEC ↗
Q2 2020
13F-HR161$4.5M2020-07-17SEC ↗
Q1 2020
13F-HR156$2.2M2020-04-16SEC ↗
Q4 2019
13F-HR142$1.6M2020-02-12SEC ↗
Q3 2019
13F-HR163$2.4M2019-10-17SEC ↗
Q2 2019
13F-HR153$2.9M2019-08-15SEC ↗
Q1 2019
13F-HR145$2.8M2019-05-06SEC ↗
Q4 2018
13F-HR175$219.4K2019-02-13SEC ↗