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Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

PLD holding history

Prologis, 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.

PLD overviewAll 13F holders of PLDFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of PLD by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−15,083−100.0%Sold outHolders
Q3 202315,083$1.69M0.6%+183+1.2%AddedHolders
Q2 202314,900$1.83M0.7%−149−1.0%ReducedHolders
Q1 202315,049$1.88M0.8%+4,333+40.4%AddedHolders
Q4 202210,716$1.21M0.6%+10,716NewHolders
Q1 20220$00.0%−3,119−100.0%Sold outHolders
Q4 20213,119$525.0K0.2%+50+1.6%AddedHolders
Q3 20213,069$385.0K0.1%+61+2.0%AddedHolders
Q2 20213,008$360.0K0.1%+209+7.5%AddedHolders
Q1 20212,799$297.0K0.1%––Holders

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