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Outlook Wealth Advisors, LLC: JCI position timeline

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

Outlook Wealth Advisors, LLC held 6,435 JCI 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 6,435 shares
    Change vs previous 13F -93 shares

    0.2% of the 13F portfolio, value $937,330.

    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 6,528 shares
    Change vs previous 13F +13 shares

    0.21% of the 13F portfolio, value $854,813.

    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 6,515 shares
    Change vs previous 13F -2,595 shares

    0.18% of the 13F portfolio, value $780,230.

    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 9,110 shares
    Change vs previous 13F -260 shares

    0.25% of the 13F portfolio, value $1,001,654.

    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 9,370 shares
    Change vs previous 13F -22 shares

    0.25% of the 13F portfolio, value $989,627.

    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 9,392 shares
    Change vs previous 13F -97 shares

    0.21% of the 13F portfolio, value $752,404.

    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 9,489 shares
    Change vs previous 13F +217 shares

    0.22% of the 13F portfolio, value $748,937.

    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 9,272 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $719,606.

    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).