Outlook Wealth Advisors, LLC

Position in IDCC — InterDigital, Inc.

CIK 1767151 SHENANDOAH, TX

Position in IDCC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$315,406

-$29,176 QoQ

Shares Held

1,114

-2.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#333

of 505 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Outlook Wealth Advisors, LLC holds $1,781,445 across 6 Software - Application names. IDCC ranks #2 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	1,135	$425,988
2	IDCC	InterDigital, Inc. This page	1,114	$315,406
3	NOW	ServiceNow, Inc.	3,126	$310,349
4	PAYX	Paychex Inc	2,645	$260,082
5	ADSK	Autodesk, Inc.	1,233	$239,719
6	UBER	Uber Technologies, Inc	3,186	$229,901

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$315,406	1,114	-2.4%	Shares	Sole	2026-08-03
2026-03-31	$344,582	1,141	+2.1%	Shares	Sole	2026-04-17
2025-12-31	$355,948	1,118	-4.0%	Shares	Sole	2026-02-11
2025-09-30	$402,192	1,165	—	Shares	Sole	2025-10-30
No filing history on record for this holder in this stock.