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Outlook Wealth Advisors, LLC: JANW position timeline

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

Outlook Wealth Advisors, LLC held 118,060 JANW 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 118,060 shares
    Change vs previous 13F +509 shares

    0.99% of the 13F portfolio, value $4,565,941.

    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 117,551 shares
    Change vs previous 13F -119,014 shares

    1.04% of the 13F portfolio, value $4,288,260.

    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 236,565 shares
    Change vs previous 13F +113,739 shares

    1.98% of the 13F portfolio, value $8,755,271.

    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 122,826 shares
    Change vs previous 13F -169,449 shares

    1.11% of the 13F portfolio, value $4,438,932.

    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 292,275 shares
    Change vs previous 13F -3,003 shares

    2.63% of the 13F portfolio, value $10,210,335.

    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 295,278 shares
    Change vs previous 13F -6,967 shares

    2.73% of the 13F portfolio, value $9,806,183.

    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 302,245 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $10,164,499.

    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).