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Livermore
Livermore
ZHEN

Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

STC holding history

Stewart Information Services Corp 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.

STC overviewAll 13F holders of STCFull Q2 2026 holdings

Shares (Q2 2026)
49,932
Value
$6.71K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of STC by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202649,932$6.71K<0.1%+10.0%AddedHolders
Q1 202649,931$6.21K<0.1%+95+0.2%AddedHolders
Q4 202549,836$422<0.1%00.0%UnchangedHolders
Q3 202549,836$3.65M0.9%−49,831−50.0%ReducedHolders
Q2 202599,667$6.49M1.7%00.0%UnchangedHolders
Q1 202599,667$7.11M2.0%00.0%UnchangedHolders
Q4 202499,667$6.73M1.9%00.0%UnchangedHolders
Q3 202499,667$7.45M2.1%−10,000−9.1%ReducedHolders
Q2 2024109,667$40.8K<0.1%00.0%UnchangedHolders
Q1 2024109,667$7.13M2.2%−30,000−21.5%ReducedHolders
Q4 2023139,667$8.21M2.9%00.0%UnchangedHolders
Q3 2023139,667$6.12M2.3%+60.0%AddedHolders
Q2 2023139,661$5.75M2.2%00.0%UnchangedHolders
Q1 2023139,661$5.64M2.5%00.0%UnchangedHolders
Q4 2022139,661$5.97M2.8%00.0%UnchangedHolders
Q3 2022139,661$6.09M2.7%−5,000−3.5%ReducedHolders
Q2 2022144,661$7.20M2.9%00.0%UnchangedHolders
Q1 2022144,661$8.77M2.9%−146,878−50.4%ReducedHolders
Q4 2021291,539$23.2M6.8%+118,742+68.7%AddedHolders
Q3 2021172,797$10.9M3.6%−150.0%ReducedHolders
Q2 2021172,812$9.80M3.1%−24,670−12.5%ReducedHolders
Q1 2021197,482$10.3M3.6%––Holders

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