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Livermore
Livermore
ZHEN

Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

ASH holding history

Ashland Inc. in every 13F filed by Outlook Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ASH overviewAll 13F holders of ASHFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2021
Holdings of ASH by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−2,190−100.0%Sold outHolders
Q2 20242,190$437.3K0.2%00.0%UnchangedHolders
Q1 20242,190$213.2K0.1%+2,190NewHolders
Q2 20230$00.0%−2,190−100.0%Sold outHolders
Q1 20232,190$224.9K0.1%00.0%UnchangedHolders
Q4 20222,190$235.5K0.1%00.0%UnchangedHolders
Q3 20222,190$208.0K0.1%00.0%UnchangedHolders
Q2 20222,190$226.0K0.1%00.0%UnchangedHolders
Q1 20222,190$216.0K0.1%00.0%UnchangedHolders
Q4 20212,190$236.0K0.1%+2,190NewHolders