Skip to main content

Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

BINI holding history

Bollinger Innovations, 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.

BINI overviewAll 13F holders of BINIFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q1 2023
Holdings of BINI by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−14,211−100.0%Sold outHolders
Q2 202314,211$1.53K<0.1%−789−5.3%ReducedHolders
Q1 202315,000$1.97K<0.1%+15,000NewHolders