Outlook Wealth Advisors, LLC

SEC CIK: 0001767151
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

TTD holding history

Trade Desk, 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.

TTD overview All 13F holders of TTD Full Q2 2026 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2025

Holdings of TTD by Outlook Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−5,042−100.0%	Sold out	Holders
Q3 2025	5,042	$247.1K	0.1%	−239−4.5%	Reduced	Holders
Q2 2025	5,281	$380.2K	0.1%	+5,281	New	Holders