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Outlook Wealth Advisors, LLC: BJUN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Outlook Wealth Advisors, LLC on BJUN, newest first. How the timeline and the estimate are built.

Outlook Wealth Advisors, LLC held 28,247 BJUN shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,247 shares
    Change vs previous 13F +1,209 shares

    0.3% of the 13F portfolio, value $1,375,065.

    13F-HR 0001767151-26-000003 filed by Outlook Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,038 shares
    Change vs previous 13F +1,699 shares

    0.3% of the 13F portfolio, value $1,250,588.

    13F-HR 0001767151-26-000002 filed by Outlook Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 25,339 shares
    Change vs previous 13F -106 shares

    0.27% of the 13F portfolio, value $1,184,345.

    13F-HR 0001767151-26-000001 filed by Outlook Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 25,445 shares
    Change vs previous 13F -360 shares

    0.29% of the 13F portfolio, value $1,163,897.

    13F-HR 0001767151-25-000007 filed by Outlook Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 25,805 shares
    Change vs previous 13F -351 shares

    0.29% of the 13F portfolio, value $1,129,227.

    13F-HR 0001767151-25-000005 filed by Outlook Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 26,156 shares
    Change vs previous 13F +1,998 shares

    0.29% of the 13F portfolio, value $1,059,384.

    13F-HR 0001767151-25-000001 filed by Outlook Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 24,158 shares
    Change vs previous 13F -1,386 shares

    0.29% of the 13F portfolio, value $1,003,040.

    13F-HR 0001911391-25-000002 filed by Outlook Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 25,544 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,039,638.

    13F-HR 0001767151-24-000005 filed by Outlook Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).