Position in LII
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$268,713
+$51,037 QoQ
Shares Held
469
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#466
of 650 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LII Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Outlook Wealth Advisors, LLC holds $1,644,807 across 3 Building Products & Equipment names. LII ranks #3 (16.3% of the industry book) .
All Filings in LII
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,713 | 469 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $217,676 | 469 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $226,280 | 466 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $242,446 | 458 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||