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Outlook Wealth Advisors, LLC: KJAN position timeline

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

Outlook Wealth Advisors, LLC held 4,983 KJAN 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 4,983 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $227,374.

    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 4,983 shares
    Change vs previous 13F -670 shares

    0.05% of the 13F portfolio, value $207,901.

    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 5,653 shares
    Change vs previous 13F -802 shares

    0.05% of the 13F portfolio, value $234,147.

    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 6,455 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $260,492.

    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 6,455 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $241,933.

    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 6,455 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $230,702.

    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).