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Outlook Wealth Advisors, LLC: OCTJ position timeline

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

Outlook Wealth Advisors, LLC held 54,329 OCTJ 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 54,329 shares
    Change vs previous 13F -5,133 shares

    0.28% of the 13F portfolio, value $1,299,009.

    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 59,462 shares
    Change vs previous 13F -660 shares

    0.34% of the 13F portfolio, value $1,407,442.

    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 60,122 shares
    Change vs previous 13F -45,635 shares

    0.33% of the 13F portfolio, value $1,440,220.

    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 105,757 shares
    Change vs previous 13F -3,274 shares

    0.63% of the 13F portfolio, value $2,525,008.

    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 109,031 shares
    Change vs previous 13F -4,100 shares

    0.67% of the 13F portfolio, value $2,606,062.

    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 113,131 shares
    Change vs previous 13F -5,544 shares

    0.75% of the 13F portfolio, value $2,687,970.

    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 118,675 shares
    Change vs previous 13F -6,347 shares

    0.81% of the 13F portfolio, value $2,833,369.

    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 125,022 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,984,284.

    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).