Skip to main content

Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

RMD holding history

Resmed 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.

RMD overviewAll 13F holders of RMDFull Q2 2026 holdings

Shares (Q2 2026)
1,481
Value
$288.7K
% of portfolio
0.1%
Quarters held
9
Since Q2 2024
Holdings of RMD by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,481$288.7K0.1%−2,426−62.1%ReducedHolders
Q1 20263,907$877.0K0.2%−80−2.0%ReducedHolders
Q4 20253,987$960.3K0.2%+698+21.2%AddedHolders
Q3 20253,289$900.2K0.2%−325−9.0%ReducedHolders
Q2 20253,614$932.5K0.2%−16−0.4%ReducedHolders
Q1 20253,630$812.6K0.2%+18+0.5%AddedHolders
Q4 20243,612$826.1K0.2%−74−2.0%ReducedHolders
Q3 20243,686$899.9K0.3%+102+2.8%AddedHolders
Q2 20243,584$686.1K0.3%+3,584NewHolders