Outlook Wealth Advisors, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Shenandoah, TX
CIK
0001767151
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 199 261,851 13F-HR 10/10/2023 000176715123000003 Outlook Wealth Advisors, LLC
Q2 2023 197 264,494 13F-HR 7/10/2023 000176715123000002 Outlook Wealth Advisors, LLC
Q1 2023 179 224,874 13F-HR 4/18/2023 000143774923010549 Outlook Wealth Advisors, LLC
Q4 2022 170 210,620 13F-HR 2/14/2023 000143774923003397 Outlook Wealth Advisors, LLC
Q3 2022 182 223,038 13F-HR 10/25/2022 000143774922024678 Outlook Wealth Advisors, LLC
Q2 2022 186 244,409 13F-HR 7/28/2022 000143774922017991 Outlook Wealth Advisors, LLC
Q1 2022 196 299,024 RESTATEMENT 7/28/2022 000143774922017989 Outlook Wealth Advisors, LLC
Q1 2022 181 286,969 13F-HR 5/13/2022 000143774922012341 Outlook Wealth Advisors, LLC
Q4 2021 208 340,415 13F-HR 1/21/2022 000143774922001375 Outlook Wealth Advisors, LLC
Q3 2021 211 305,797 13F-HR 10/22/2021 000143774921024129 Outlook Wealth Advisors, LLC
Q2 2021 210 312,744 13F-HR 7/21/2021 000143774921017314 Outlook Wealth Advisors, LLC
Q1 2021 189 287,694 13F-HR 5/4/2021 000143774921010701 Outlook Wealth Advisors, LLC
Q4 2020 183 274,600 13F-HR 2/4/2021 000143774921001993 Outlook Wealth Advisors, LLC
Q3 2020 167 251,553 13F-HR 11/10/2020 000143774920023321 Outlook Wealth Advisors, LLC
Q2 2020 161 235,910 13F-HR 7/17/2020 000143774920015358 Outlook Wealth Advisors, LLC
Q1 2020 156 177,100 13F-HR 4/16/2020 000143774920007839 Outlook Wealth Advisors, LLC
Q4 2019 142 177,460 13F-HR 2/12/2020 000143774920002412 Outlook Wealth Advisors, LLC
Q3 2019 163 167,870 13F-HR 10/17/2019 000143774919020184 Outlook Wealth Advisors, LLC
Q2 2019 153 151,681 13F-HR 8/15/2019 000143774919016914 Outlook Wealth Advisors, LLC
Q1 2019 145 121,387 13F-HR 5/6/2019 000143774919008803 Outlook Wealth Advisors, LLC
Q4 2018 175 219,378 13F-HR 2/13/2019 000143774919002405 Outlook Wealth Advisors, LLC