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Livermore
Livermore
ZHEN

Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

BNY holding history

Bank of New York Mellon Corp 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.

BNY overviewAll 13F holders of BNYFull Q2 2026 holdings

Shares (Q2 2026)
7,877
Value
$1.13M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of BNY by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,877$1.13M0.2%−216−2.7%ReducedHolders
Q1 20268,093$960.1K0.2%−469−5.5%ReducedHolders
Q4 20258,562$994.0K0.2%−2,917−25.4%ReducedHolders
Q3 202511,479$1.25M0.3%−128−1.1%ReducedHolders
Q2 202511,607$1.06M0.3%−39−0.3%ReducedHolders
Q1 202511,646$976.8K0.3%−119−1.0%ReducedHolders
Q4 202411,765$903.9K0.3%−87−0.7%ReducedHolders
Q3 202411,852$851.7K0.2%−283−2.3%ReducedHolders
Q2 202412,135$726.8K0.4%−406−3.2%ReducedHolders
Q1 202412,541$722.6K0.2%−1,178−8.6%ReducedHolders
Q4 202313,719$714.1K0.2%−2,794−16.9%ReducedHolders
Q3 202316,513$704.3K0.3%+405+2.5%AddedHolders
Q2 202316,108$717.1K0.3%+2,252+16.3%AddedHolders
Q1 202313,856$629.6K0.3%+224+1.6%AddedHolders
Q4 202213,632$620.5K0.3%−97−0.7%ReducedHolders
Q3 202213,729$529.0K0.2%+41+0.3%AddedHolders
Q2 202213,688$571.0K0.2%+543+4.1%AddedHolders
Q1 202213,145$652.0K0.2%−68−0.5%ReducedHolders
Q4 202113,213$767.0K0.2%+365+2.8%AddedHolders
Q3 202112,848$666.0K0.2%+226+1.8%AddedHolders
Q2 202112,622$647.0K0.2%+1,005+8.7%AddedHolders
Q1 202111,617$549.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.