Outlook Wealth Advisors, LLC
Holdings in OZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $324,889 | 4,996 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $319,744 | 4,996 | Shares | Sole | 2025-10-30 |
| 2025-06-30 | $325,114 | 4,996 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $322,242 | 4,996 | Shares | Sole | 2025-04-14 |
| 2024-12-31 | $386,690 | 4,996 | Shares | Sole | 2025-01-14 |
| 2024-09-30 | $344,823 | 4,996 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $289,268 | 4,996 | Shares | Sole | 2024-07-18 |
| 2024-03-31 | $304,206 | 4,996 | Shares | Sole | 2024-04-22 |
| 2023-12-31 | $385,941 | 4,996 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $428,157 | 4,996 | Shares | Sole | 2023-10-10 |
| 2023-06-30 | $434,652 | 4,996 | Shares | Sole | 2023-07-10 |
| 2023-03-31 | $468,624 | 4,996 | Shares | Sole | 2023-04-18 |
| 2022-12-31 | $499,600 | 4,996 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $421,912 | 4,996 | Shares | Sole | 2022-10-25 |
| 2022-06-30 | $488,209 | 4,996 | Shares | Sole | 2022-07-28 |
| 2022-03-31 | $499,100 | 4,996 | Shares | Sole | 2022-07-28 |
| 2021-12-31 | $499,949 | 4,996 | Shares | Sole | 2022-01-21 |