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Livermore
Livermore
ZHEN

Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

CDNS holding history

Cadence Design Systems 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.

CDNS overviewAll 13F holders of CDNSFull Q2 2026 holdings

Shares (Q2 2026)
1,135
Value
$425.8K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CDNS by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,135$425.8K0.1%−16−1.4%ReducedHolders
Q1 20261,151$319.7K0.1%−7−0.6%ReducedHolders
Q4 20251,158$361.8K0.1%−17−1.4%ReducedHolders
Q3 20251,175$412.6K0.1%−408−25.8%ReducedHolders
Q2 20251,583$487.8K0.1%−34−2.1%ReducedHolders
Q1 20251,617$411.3K0.1%+12+0.7%AddedHolders
Q4 20241,605$482.2K0.1%+391+32.2%AddedHolders
Q3 20241,214$329.0K0.1%−2,600−68.2%ReducedHolders
Q2 20243,814$1.17M0.6%−147−3.7%ReducedHolders
Q1 20243,961$1.23M0.4%−77−1.9%ReducedHolders
Q4 20234,038$1.10M0.4%−468−10.4%ReducedHolders
Q3 20234,506$1.06M0.4%+227+5.3%AddedHolders
Q2 20234,279$1.00M0.4%−1,544−26.5%ReducedHolders
Q1 20235,823$1.22M0.5%−92−1.6%ReducedHolders
Q4 20225,915$950.2K0.5%−183−3.0%ReducedHolders
Q3 20226,098$997.0K0.4%−98−1.6%ReducedHolders
Q2 20226,196$930.0K0.4%+50+0.8%AddedHolders
Q1 20226,146$1.01M0.3%+489+8.6%AddedHolders
Q4 20215,657$1.05M0.3%+15+0.3%AddedHolders
Q3 20215,642$854.0K0.3%+69+1.2%AddedHolders
Q2 20215,573$762.0K0.2%+369+7.1%AddedHolders
Q1 20215,204$713.0K0.2%––Holders

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