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Outlook Wealth Advisors, LLC: PJUN position timeline

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

Outlook Wealth Advisors, LLC held 43,024 PJUN 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 43,024 shares
    Change vs previous 13F +2,365 shares

    0.4% of the 13F portfolio, value $1,859,931.

    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 40,659 shares
    Change vs previous 13F +2,456 shares

    0.41% of the 13F portfolio, value $1,700,631.

    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 38,203 shares
    Change vs previous 13F -209 shares

    0.36% of the 13F portfolio, value $1,599,942.

    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 38,412 shares
    Change vs previous 13F -582 shares

    0.39% of the 13F portfolio, value $1,580,654.

    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 38,994 shares
    Change vs previous 13F -1,500 shares

    0.4% of the 13F portfolio, value $1,550,402.

    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 40,494 shares
    Change vs previous 13F +2,935 shares

    0.42% of the 13F portfolio, value $1,498,683.

    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 37,559 shares
    Change vs previous 13F -2,543 shares

    0.4% of the 13F portfolio, value $1,409,191.

    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 40,102 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,478,797.

    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).