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Outlook Wealth Advisors, LLC: NJAN position timeline

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

Outlook Wealth Advisors, LLC held 52,802 NJAN 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 52,802 shares
    Change vs previous 13F +5,220 shares

    0.67% of the 13F portfolio, value $3,108,406.

    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 47,582 shares
    Change vs previous 13F +3,400 shares

    0.61% of the 13F portfolio, value $2,539,451.

    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 44,182 shares
    Change vs previous 13F -217 shares

    0.55% of the 13F portfolio, value $2,426,475.

    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 44,399 shares
    Change vs previous 13F -569 shares

    0.59% of the 13F portfolio, value $2,361,628.

    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 44,968 shares
    Change vs previous 13F -484 shares

    0.59% of the 13F portfolio, value $2,282,126.

    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 45,452 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,107,701.

    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).