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Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

HLNE holding history

Hamilton Lane 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.

HLNE overviewAll 13F holders of HLNEFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q3 2025
Holdings of HLNE by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,881−100.0%Sold outHolders
Q4 20251,881$252.7K0.1%+41+2.2%AddedHolders
Q3 20251,840$248.0K0.1%+1,840NewHolders