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Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

META holding history

Meta Platforms, 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.

META overviewAll 13F holders of METAFull Q2 2026 holdings

Shares (Q2 2026)
2,353
Value
$1.33M
% of portfolio
0.3%
Quarters held
14
Since Q1 2021
Holdings of META by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,353$1.33M0.3%+86+3.8%AddedHolders
Q1 20262,267$1.30M0.3%−78−3.3%ReducedHolders
Q4 20252,345$1.55M0.4%−24−1.0%ReducedHolders
Q3 20252,369$1.74M0.4%−132−5.3%ReducedHolders
Q2 20252,501$1.85M0.5%+27+1.1%AddedHolders
Q1 20252,474$1.43M0.4%−47−1.9%ReducedHolders
Q4 20242,521$1.48M0.4%+33+1.3%AddedHolders
Q3 20242,488$1.42M0.4%+57+2.3%AddedHolders
Q2 20242,431$1.23M0.6%+617+34.0%AddedHolders
Q1 20241,814$880.8K0.3%+1,814NewHolders
Q1 20220$00.0%−641−100.0%Sold outHolders
Q4 2021641$216.0K0.1%−1,988−75.6%ReducedHolders
Q3 20212,629$892.0K0.3%−18−0.7%ReducedHolders
Q2 20212,647$920.0K0.3%+123+4.9%AddedHolders
Q1 20212,524$743.0K0.3%––Holders

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