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Livermore
Livermore
ZHEN

Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

MA holding history

Mastercard 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.

MA overviewAll 13F holders of MAFull Q2 2026 holdings

Shares (Q2 2026)
1,350
Value
$693.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MA by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,350$693.4K0.1%−47−3.4%ReducedHolders
Q1 20261,397$698.1K0.2%−3−0.2%ReducedHolders
Q4 20251,400$799.3K0.2%−20−1.4%ReducedHolders
Q3 20251,420$807.8K0.2%−187−11.6%ReducedHolders
Q2 20251,607$903.1K0.2%+8+0.5%AddedHolders
Q1 20251,599$876.5K0.2%−7−0.4%ReducedHolders
Q4 20241,606$845.7K0.2%+150+10.3%AddedHolders
Q3 20241,456$719.0K0.2%+7+0.5%AddedHolders
Q2 20241,449$639.3K0.3%+17+1.2%AddedHolders
Q1 20241,432$689.6K0.2%+304+27.0%AddedHolders
Q4 20231,128$481.1K0.2%+284+33.6%AddedHolders
Q3 2023844$334.2K0.1%+137+19.4%AddedHolders
Q2 2023707$278.1K0.1%−27−3.7%ReducedHolders
Q1 2023734$266.8K0.1%−22−2.9%ReducedHolders
Q4 2022756$262.9K0.1%00.0%UnchangedHolders
Q3 2022756$215.0K0.1%+5+0.7%AddedHolders
Q2 2022751$237.0K0.1%+24+3.3%AddedHolders
Q1 2022727$260.0K0.1%+37+5.4%AddedHolders
Q4 2021690$248.0K0.1%+5+0.7%AddedHolders
Q3 2021685$238.0K0.1%−12−1.7%ReducedHolders
Q2 2021697$254.0K0.1%−1,221−63.7%ReducedHolders
Q1 20211,918$683.0K0.2%––Holders

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