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Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

CPRT holding history

Copart 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.

CPRT overviewAll 13F holders of CPRTFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2023
Holdings of CPRT by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−7,717−100.0%Sold outHolders
Q2 20257,717$378.7K0.1%−164−2.1%ReducedHolders
Q1 20257,881$446.0K0.1%+51+0.7%AddedHolders
Q4 20247,830$449.4K0.1%+1,532+24.3%AddedHolders
Q3 20246,298$330.0K0.1%+627+11.1%AddedHolders
Q2 20245,671$307.1K0.1%−591−9.4%ReducedHolders
Q1 20246,262$362.7K0.1%+1,199+23.7%AddedHolders
Q4 20235,063$248.1K0.1%+5,063NewHolders