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Outlook Wealth Advisors, LLC: JGH position timeline

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

Outlook Wealth Advisors, LLC held 90,840 JGH 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 90,840 shares
    Change vs previous 13F +475 shares

    0.25% of the 13F portfolio, value $1,156,392.

    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 90,365 shares
    Change vs previous 13F -1,569 shares

    0.27% of the 13F portfolio, value $1,104,260.

    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 91,934 shares
    Change vs previous 13F -1,275 shares

    0.26% of the 13F portfolio, value $1,159,288.

    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 93,209 shares
    Change vs previous 13F -3,234 shares

    0.31% of the 13F portfolio, value $1,260,186.

    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 96,443 shares
    Change vs previous 13F -714 shares

    0.32% of the 13F portfolio, value $1,247,008.

    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 97,157 shares
    Change vs previous 13F +44,168 shares

    0.35% of the 13F portfolio, value $1,270,813.

    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 52,989 shares
    Change vs previous 13F -3,152 shares

    0.2% of the 13F portfolio, value $680,379.

    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 56,141 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $751,167.

    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).