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Livermore
Livermore
ZHEN

Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
3,679
Value
$1.26M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of V by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,679$1.26M0.3%−22−0.6%ReducedHolders
Q1 20263,701$1.12M0.3%−59−1.6%ReducedHolders
Q4 20253,760$1.32M0.3%−232−5.8%ReducedHolders
Q3 20253,992$1.36M0.3%−447−10.1%ReducedHolders
Q2 20254,439$1.58M0.4%−23−0.5%ReducedHolders
Q1 20254,462$1.56M0.4%−29−0.6%ReducedHolders
Q4 20244,491$1.42M0.4%+273+6.5%AddedHolders
Q3 20244,218$1.16M0.3%+19+0.5%AddedHolders
Q2 20244,199$1.10M0.5%+7+0.2%AddedHolders
Q1 20244,192$1.17M0.4%−266−6.0%ReducedHolders
Q4 20234,458$1.16M0.4%−288−6.1%ReducedHolders
Q3 20234,746$1.09M0.4%+85+1.8%AddedHolders
Q2 20234,661$1.11M0.4%+352+8.2%AddedHolders
Q1 20234,309$971.5K0.4%−54−1.2%ReducedHolders
Q4 20224,363$906.5K0.4%−26−0.6%ReducedHolders
Q3 20224,389$780.0K0.3%+10.0%AddedHolders
Q2 20224,388$863.0K0.4%+61+1.4%AddedHolders
Q1 20224,327$959.0K0.3%+29+0.7%AddedHolders
Q4 20214,298$931.0K0.3%−153−3.4%ReducedHolders
Q3 20214,451$991.0K0.3%+187+4.4%AddedHolders
Q2 20214,264$997.0K0.3%+1,259+41.9%AddedHolders
Q1 20213,005$636.0K0.2%––Holders

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