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Livermore
Livermore
ZHEN

Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

SPGI holding history

S&P Global 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.

SPGI overviewAll 13F holders of SPGIFull Q2 2026 holdings

Shares (Q2 2026)
1,955
Value
$796.0K
% of portfolio
0.2%
Quarters held
18
Since Q1 2022
Holdings of SPGI by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,955$796.0K0.2%00.0%UnchangedHolders
Q1 20261,955$831.4K0.2%00.0%UnchangedHolders
Q4 20251,955$1.02M0.2%00.0%UnchangedHolders
Q3 20251,955$951.3K0.2%−8−0.4%ReducedHolders
Q2 20251,963$1.03M0.3%+8+0.4%AddedHolders
Q1 20251,955$993.1K0.3%00.0%UnchangedHolders
Q4 20241,955$973.4K0.3%00.0%UnchangedHolders
Q3 20241,955$1.01M0.3%−570−22.6%ReducedHolders
Q2 20242,525$1.13M0.5%+20+0.8%AddedHolders
Q1 20242,505$1.07M0.3%00.0%UnchangedHolders
Q4 20232,505$1.10M0.4%00.0%UnchangedHolders
Q3 20232,505$915.2K0.3%00.0%UnchangedHolders
Q2 20232,505$1.00M0.4%00.0%UnchangedHolders
Q1 20232,505$863.5K0.4%00.0%UnchangedHolders
Q4 20222,505$838.9K0.4%−158−5.9%ReducedHolders
Q3 20222,663$813.0K0.4%00.0%UnchangedHolders
Q2 20222,663$898.0K0.4%+10.0%AddedHolders
Q1 20222,662$1.09M0.4%+2,662NewHolders