Outlook Wealth Advisors, LLC
Position in JKHY — Jack Henry & Associates Inc
CIK 1767151
SHENANDOAH, TX
Position in JKHY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$275,342
-$35,838 QoQ
Shares Held
1,999
+1.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#481
of 706 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JKHY Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Outlook Wealth Advisors, LLC holds $1,166,616 across 4 Information Technology Services names. JKHY ranks #3 (23.6% of the industry book) .
All Filings in JKHY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,342 | 1,999 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $311,180 | 1,969 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $360,580 | 1,976 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $295,477 | 1,984 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $407,904 | 2,264 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $419,980 | 2,300 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $400,034 | 2,282 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $348,136 | 1,972 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $301,658 | 1,817 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $264,069 | 1,520 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||