DE Deere & Co

Ownership history in Outlook Wealth Advisors, LLC  ·  22 quarters on record

AI Ownership Summary

Outlook Wealth Advisors, LLC reported Deere & Co (DE) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.35% in 2023 Q4. The latest visible filing shows DE at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Outlook Wealth Advisors, LLC's position in Deere & Co, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

DE was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Outlook Wealth Advisors, LLC held DE — position size vs. price
% of Fund (quarterly)    DE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 906 -4 -0.4% 0.10% $414K 2025-10-30 $462.45
2025 Q2 UNCHANGED 910 0% 0.12% $463K 2025-08-11 $502.01
2025 Q1 REDUCED 910 -3 -0.3% 0.12% $427K 2025-04-14 $461.62
2024 Q4 ADDED 913 +3 +0.3% 0.11% $387K 2025-01-14 $425.23
2024 Q3 ADDED 910 +2 +0.2% 0.11% $380K 2024-10-23 $400.42
2024 Q2 UNCHANGED 908 0% 0.11% $339K 2024-07-18 $371.67
2024 Q1 REDUCED 908 -1,561 -63.2% 0.12% $373K 2024-04-22 $388.67
2023 Q4 REDUCED 2,469 -359 -12.7% 0.35% $987K 2024-01-29 $385.36
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Outlook Wealth Advisors, LLC and DE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Outlook Wealth Advisors, LLC reported owning DE?

Outlook Wealth Advisors, LLC reported DE across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported DE position in Outlook Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for DE was 0.35% in 2023 Q4.

What is the latest reported DE position on this page?

The most recent filing on this page is 2025 Q3, when Outlook Wealth Advisors, LLC reported 906 shares, equal to 0.10% of portfolio, with an estimated market value of $414K.

What does the chart on this DE ownership page compare?

The chart compares Outlook Wealth Advisors, LLC's quarterly DE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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