Outlook Wealth Advisors, LLC
- SEC CIK
- 0001767151
- Latest filing
- Aug 3, 2026
STAG holding history
STAG Industrial, 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.
STAG overviewAll 13F holders of STAGFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 11
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −9,302−100.0% | Sold out | Holders |
| Q4 2025 | 9,302 | $341.9K | 0.1% | +1,923+26.1% | Added | Holders |
| Q3 2025 | 7,379 | $260.4K | 0.1% | −44−0.6% | Reduced | Holders |
| Q2 2025 | 7,423 | $269.3K | 0.1% | +10.0% | Added | Holders |
| Q1 2025 | 7,422 | $268.1K | 0.1% | −59−0.8% | Reduced | Holders |
| Q4 2024 | 7,481 | $253.0K | 0.1% | −12−0.2% | Reduced | Holders |
| Q3 2024 | 7,493 | $292.9K | 0.1% | −170−2.2% | Reduced | Holders |
| Q2 2024 | 7,663 | $276.3K | 0.1% | −89−1.1% | Reduced | Holders |
| Q1 2024 | 7,752 | $298.0K | 0.1% | −667−7.9% | Reduced | Holders |
| Q4 2023 | 8,419 | $330.5K | 0.1% | −1,920−18.6% | Reduced | Holders |
| Q3 2023 | 10,339 | $356.8K | 0.1% | +252+2.5% | Added | Holders |
| Q2 2023 | 10,087 | $361.9K | 0.1% | +10,087 | New | Holders |