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Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

SSD holding history

Simpson Manufacturing Co., 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.

SSD overviewAll 13F holders of SSDFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2023
Holdings of SSD by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−2,198−100.0%Sold outHolders
Q2 20252,198$341.4K0.1%−27−1.2%ReducedHolders
Q1 20252,225$349.5K0.1%+43+2.0%AddedHolders
Q4 20242,182$361.8K0.1%+2,182NewHolders
Q2 20240$00.0%−1,782−100.0%Sold outHolders
Q1 20241,782$365.6K0.1%+318+21.7%AddedHolders
Q4 20231,464$289.8K0.1%+1,464NewHolders