Outlook Wealth Advisors, LLC

Position in V — Visa Inc.

CIK 1767151 SHENANDOAH, TX

Position in V

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

Position Value

$1,262,228

+$143,638 QoQ

Shares Held

3,679

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#2,750

of 4,491 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Outlook Wealth Advisors, LLC holds $3,205,728 across 5 Credit Services names. V ranks #1 (39.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	3,679	$1,262,228
2	AXP	American Express Co	2,127	$719,457
3	MA	Mastercard Inc	1,350	$693,360
4	OMF	OneMain Holdings, Inc.	4,657	$283,937
5	WU	Western Union CO	32,045	$246,746

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,262,228	3,679	-0.6%	Shares	Sole	2026-08-03
2026-03-31	$1,118,590	3,701	-1.6%	Shares	Sole	2026-04-17
2025-12-31	$1,318,669	3,760	-5.8%	Shares	Sole	2026-02-11
2025-09-30	$1,362,788	3,992	-10.1%	Shares	Sole	2025-10-30
2025-06-30	$1,576,066	4,439	-0.5%	Shares	Sole	2025-08-11
2025-03-31	$1,563,752	4,462	-0.6%	Shares	Sole	2025-04-14
2024-12-31	$1,419,335	4,491	+6.5%	Shares	Sole	2025-01-14
2024-09-30	$1,159,739	4,218	+0.5%	Shares	Sole	2024-10-23
2024-06-30	$1,102,111	4,199	+0.2%	Shares	Sole	2024-07-18
2024-03-31	$1,169,903	4,192	-6.0%	Shares	Sole	2024-04-22
2023-12-31	$1,160,640	4,458	-6.1%	Shares	Sole	2024-01-29
2023-09-30	$1,091,627	4,746	+1.8%	Shares	Sole	2023-10-10
2023-06-30	$1,106,894	4,661	+8.2%	Shares	Sole	2023-07-10
2023-03-31	$971,507	4,309	-1.2%	Shares	Sole	2023-04-18
2022-12-31	$906,456	4,363	-0.6%	Shares	Sole	2023-02-14
2022-09-30	$779,705	4,389	+0.0%	Shares	Sole	2022-10-25
2022-06-30	$863,953	4,388	+1.4%	Shares	Sole	2022-07-28
2022-03-31	$959,598	4,327	+0.7%	Shares	Sole	2022-07-28
2021-12-31	$931,419	4,298	-3.4%	Shares	Sole	2022-01-21
2021-09-30	$991,460	4,451	+4.4%	Shares	Sole	2021-10-22
2021-06-30	$997,008	4,264	+41.9%	Shares	Sole	2021-07-21
2021-03-31	$636,248	3,005	-16.4%	Shares	Sole	2021-05-04
2020-12-31	$786,553	3,596	+0.3%	Shares	Sole	2021-02-04
2020-09-30	$717,092	3,586	-0.8%	Shares	Sole	2020-11-10
2020-06-30	$698,309	3,615	+3.1%	Shares	Sole	2020-07-17
2020-03-31	$565,047	3,507	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.