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Outlook Wealth Advisors, LLC: NJUL position timeline

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

Outlook Wealth Advisors, LLC held 44,367 NJUL 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 44,367 shares
    Change vs previous 13F +325 shares

    0.74% of the 13F portfolio, value $3,435,334.

    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 44,042 shares
    Change vs previous 13F +1,614 shares

    0.76% of the 13F portfolio, value $3,145,246.

    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 42,428 shares
    Change vs previous 13F -485 shares

    0.7% of the 13F portfolio, value $3,081,121.

    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 42,913 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $3,051,393.

    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 42,913 shares
    Change vs previous 13F +169 shares

    0.75% of the 13F portfolio, value $2,920,659.

    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 42,744 shares
    Change vs previous 13F -13,913 shares

    0.71% of the 13F portfolio, value $2,565,781.

    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 56,657 shares
    Change vs previous 13F -4,863 shares

    1.02% of the 13F portfolio, value $3,556,926.

    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 61,520 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $3,741,646.

    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).